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 | $147,754 | $177,572-16.8% | $154,803-4.6% | $142,382+3.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.74% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,757 | $4,810-21.9% | $4,305-12.7% | $4,299-12.6% |
| Participant deferral / active EE | $8,765 | $6,272+39.8% | $5,540+58.2% | $6,507+34.7% |
| Admin fee / account holder | $1,515 | $16,786-91.0% | $14,329-89.4% | $12,624-88.0% |