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 7-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 | $162,871 | $201,272-19.1% | $184,203-11.6% | $145,922+11.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.67% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $9,030 | $7,022+28.6% | $6,427+40.5% | $4,660+93.8% |
| Participant deferral / active EE | $16,969 | $9,806+73.0% | $9,131+85.8% | $6,688+153.7% |
| Admin fee / account holder | $20,374 | $16,364+24.5% | $13,901+46.6% | $13,397+52.1% |