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 | $143,928 | $177,572-18.9% | $154,803-7.0% | $142,382+1.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.47% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $16,982 | $4,810+253.0% | $4,305+294.4% | $4,299+295.0% |
| Participant deferral / active EE | $5,500 | $6,272-12.3% | $5,540-0.7% | $6,507-15.5% |
| Admin fee / account holder | $4,171 | $16,786-75.2% | $14,329-70.9% | $12,624-67.0% |