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 | $167,195 | $201,272-16.9% | $184,203-9.2% | $145,922+14.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.78% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,075 | $7,022-56.2% | $6,427-52.2% | $4,660-34.0% |
| Participant deferral / active EE | $8,041 | $9,806-18.0% | $9,131-11.9% | $6,688+20.2% |
| Admin fee / account holder | $46,115 | $16,364+181.8% | $13,901+231.7% | $13,397+244.2% |