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 | $151,124 | $228,332-33.8% | $185,823-18.7% | $158,922-4.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.61% | 40.80%-32.2pp | 35.95%-27.3pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,599 | $4,967-7.4% | $4,087+12.5% | $4,761-3.4% |
| Participant deferral / active EE | $6,340 | $6,415-1.2% | $5,632+12.6% | $5,982+6.0% |
| Admin fee / account holder | $6,872 | $11,864-42.1% | $9,500-27.7% | $11,246-38.9% |