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 | $195,677 | $227,553-14.0% | $189,557+3.2% | $167,490+16.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.00% | 78.40%-61.4pp | 64.17%-47.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,262 | $5,316-76.3% | $4,412-71.4% | $4,837-73.9% |
| Participant deferral / active EE | $12,020 | $7,002+71.7% | $6,174+94.7% | $6,341+89.6% |
| Admin fee / account holder | $3,084 | $11,878-74.0% | $9,807-68.6% | $12,309-74.9% |