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 | $201,259-16.9% | $184,200-9.2% | $145,959+14.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.78% | 28.98%-19.2pp | 28.80%-19.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,075 | $7,018-56.2% | $6,424-52.1% | $4,661-34.0% |
| Participant deferral / active EE | $8,041 | $9,806-18.0% | $9,132-11.9% | $6,689+20.2% |
| Admin fee / account holder | $46,115 | $16,372+181.7% | $13,907+231.6% | $13,398+244.2% |