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 | $118,717 | $180,028-34.1% | $138,135-14.1% | $158,922-25.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 5.29% | 21.68%-16.4pp | 20.51%-15.2pp | 302.83%-297.5pp |
| Employer contribution / active EE | $6,385 | $7,470-14.5% | $5,587+14.3% | $4,761+34.1% |
| Participant deferral / active EE | $7,612 | $7,717-1.4% | $6,431+18.4% | $5,982+27.3% |
| Admin fee / account holder | $2,308 | $17,912-87.1% | $11,856-80.5% | $11,246-79.5% |