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 | $181,234 | $201,272-10.0% | $184,203-1.6% | $145,922+24.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.87% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,146 | $7,022-41.0% | $6,427-35.5% | $4,660-11.0% |
| Participant deferral / active EE | $7,907 | $9,806-19.4% | $9,131-13.4% | $6,688+18.2% |
| Admin fee / account holder | $2,122 | $16,364-87.0% | $13,901-84.7% | $13,397-84.2% |