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 | $189,157 | $201,259-6.0% | $184,200+2.7% | $145,959+29.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.33% | 28.98%-10.7pp | 28.80%-10.5pp | 561.95%-543.6pp |
| Employer contribution / active EE | $6,880 | $7,018-2.0% | $6,424+7.1% | $4,661+47.6% |
| Participant deferral / active EE | $16,181 | $9,806+65.0% | $9,132+77.2% | $6,689+141.9% |
| Admin fee / account holder | $9,065 | $16,372-44.6% | $13,907-34.8% | $13,398-32.3% |