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 6-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 | $172,378 | $201,272-14.4% | $184,203-6.4% | $145,922+18.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.75% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,083 | $7,022-70.3% | $6,427-67.6% | $4,660-55.3% |
| Participant deferral / active EE | $12,811 | $9,806+30.6% | $9,131+40.3% | $6,688+91.6% |
| Admin fee / account holder | $17,187 | $16,364+5.0% | $13,901+23.6% | $13,397+28.3% |