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 | $173,321 | $217,402-20.3% | $185,823-6.7% | $167,490+3.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.97% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $8,283 | $5,873+41.0% | $5,167+60.3% | $4,837+71.2% |
| Participant deferral / active EE | $9,206 | $6,356+44.8% | $5,568+65.3% | $6,341+45.2% |
| Admin fee / account holder | $6,453 | $19,811-67.4% | $16,237-60.3% | $12,309-47.6% |