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 | $153,991 | $185,822-17.1% | $169,993-9.4% | $139,434+10.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.51% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,619 | $7,590-65.5% | $6,785-61.4% | $4,751-44.9% |
| Participant deferral / active EE | $5,279 | $11,622-54.6% | $10,408-49.3% | $6,710-21.3% |
| Admin fee / account holder | $2,063 | $15,381-86.6% | $12,815-83.9% | $11,403-81.9% |