See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,315 | $201,272-16.9% | $184,203-9.2% | $145,922+14.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.21% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,171 | $7,022-54.8% | $6,427-50.7% | $4,660-32.0% |
| Participant deferral / active EE | $11,305 | $9,806+15.3% | $9,131+23.8% | $6,688+69.0% |
| Admin fee / account holder | $436 | $16,364-97.3% | $13,901-96.9% | $13,397-96.7% |