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 | $179,951 | $201,272-10.6% | $184,203-2.3% | $145,922+23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $8,588 | $7,022+22.3% | $6,427+33.6% | $4,660+84.3% |
| Participant deferral / active EE | $17,432 | $9,806+77.8% | $9,131+90.9% | $6,688+160.7% |
| Admin fee / account holder | $3,230 | $16,364-80.3% | $13,901-76.8% | $13,397-75.9% |