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 | $160,404 | $202,432-20.8% | $169,368-5.3% | $139,434+15.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.95% | 531.74%-517.8pp | 405.60%-391.6pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,446 | $4,692-47.9% | $4,013-39.0% | $4,751-48.5% |
| Participant deferral / active EE | $4,420 | $6,938-36.3% | $6,221-29.0% | $6,710-34.1% |
| Admin fee / account holder | $2,484 | $10,708-76.8% | $9,003-72.4% | $11,403-78.2% |