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 | $93,719 | $201,272-53.4% | $184,203-49.1% | $145,922-35.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.98% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $6,090 | $7,022-13.3% | $6,427-5.3% | $4,660+30.7% |
| Participant deferral / active EE | $10,494 | $9,806+7.0% | $9,131+14.9% | $6,688+56.9% |
| Admin fee / account holder | $12,932 | $16,364-21.0% | $13,901-7.0% | $13,397-3.5% |