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 | $192,699 | $209,336-7.9% | $197,124-2.2% | $137,256+40.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.02% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,718 | $6,591+17.1% | $6,227+23.9% | $4,156+85.7% |
| Participant deferral / active EE | $6,971 | $9,614-27.5% | $9,135-23.7% | $6,407+8.8% |
| Admin fee / account holder | $325 | $17,308-98.1% | $16,298-98.0% | $12,270-97.4% |