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 | $146,490 | $201,272-27.2% | $184,203-20.5% | $145,922+0.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.33% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,975 | $7,022-57.6% | $6,427-53.7% | $4,660-36.2% |
| Participant deferral / active EE | $8,583 | $9,806-12.5% | $9,131-6.0% | $6,688+28.3% |
| Admin fee / account holder | $19,595 | $16,364+19.7% | $13,901+41.0% | $13,397+46.3% |