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 | $161,512 | $209,336-22.8% | $197,124-18.1% | $137,256+17.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.65% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,724 | $6,591-58.7% | $6,227-56.3% | $4,156-34.5% |
| Participant deferral / active EE | $8,760 | $9,614-8.9% | $9,135-4.1% | $6,407+36.7% |
| Admin fee / account holder | $1,889 | $17,308-89.1% | $16,298-88.4% | $12,270-84.6% |