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 | $153,814 | $201,272-23.6% | $184,203-16.5% | $145,922+5.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.53% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,170 | $7,022-54.8% | $6,427-50.7% | $4,660-32.0% |
| Participant deferral / active EE | $9,262 | $9,806-5.6% | $9,131+1.4% | $6,688+38.5% |
| Admin fee / account holder | $5,251 | $16,364-67.9% | $13,901-62.2% | $13,397-60.8% |