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 | $179,496 | $227,553-21.1% | $189,557-5.3% | $167,490+7.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.35% | 78.40%-64.1pp | 64.17%-49.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $920 | $5,316-82.7% | $4,412-79.2% | $4,837-81.0% |
| Participant deferral / active EE | $9,413 | $7,002+34.4% | $6,174+52.5% | $6,341+48.4% |
| Admin fee / account holder | $567 | $11,878-95.2% | $9,807-94.2% | $12,309-95.4% |