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 | $182,706 | $228,332-20.0% | $185,823-1.7% | $158,922+15.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.38% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $8,366 | $4,967+68.4% | $4,087+104.7% | $4,761+75.7% |
| Participant deferral / active EE | $5,991 | $6,415-6.6% | $5,632+6.4% | $5,982+0.1% |
| Admin fee / account holder | $2,340 | $11,864-80.3% | $9,500-75.4% | $11,246-79.2% |