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 | $186,255 | $201,259-7.5% | $184,200+1.1% | $145,959+27.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.84% | 28.98%-15.1pp | 28.80%-15.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,797 | $7,018-45.9% | $6,424-40.9% | $4,661-18.5% |
| Participant deferral / active EE | $8,976 | $9,806-8.5% | $9,132-1.7% | $6,689+34.2% |
| Admin fee / account holder | $5,074 | $16,372-69.0% | $13,907-63.5% | $13,398-62.1% |