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 | $152,803 | $146,267+4.5% | $197,124-22.5% | $82,448+85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.70% | 29.61%-11.9pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,097 | $4,723-13.3% | $6,227-34.2% | $2,551+60.6% |
| Participant deferral / active EE | $9,744 | $7,035+38.5% | $9,135+6.7% | $4,139+135.4% |
| Admin fee / account holder | $2,190 | $14,422-84.8% | $16,298-86.6% | $7,234-69.7% |