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 | $155,592 | $201,272-22.7% | $184,203-15.5% | $145,922+6.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.35% | 29.00%-7.7pp | 28.81%-7.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,281 | $7,022-67.5% | $6,427-64.5% | $4,660-51.1% |
| Participant deferral / active EE | $9,122 | $9,806-7.0% | $9,131-0.1% | $6,688+36.4% |
| Admin fee / account holder | $14,678 | $16,364-10.3% | $13,901+5.6% | $13,397+9.6% |