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 | $160,157 | $153,772+4.2% | $133,980+19.5% | $273,961-41.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.91% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,850 | $6,029-36.1% | $5,211-26.1% | $4,869-20.9% |
| Participant deferral / active EE | $19,200 | $6,958+175.9% | $6,282+205.6% | $5,287+263.1% |
| Admin fee / account holder | $276,456 | $11,765+2249.9% | $9,324+2864.9% | $10,132+2628.6% |