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 | $194,480 | $227,553-14.5% | $189,557+2.6% | $167,490+16.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.38% | 78.40%-67.0pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $6,269 | $5,316+17.9% | $4,412+42.1% | $4,837+29.6% |
| Participant deferral / active EE | $4,622 | $7,002-34.0% | $6,174-25.1% | $6,341-27.1% |
| Admin fee / account holder | $786 | $11,878-93.4% | $9,807-92.0% | $12,309-93.6% |