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 | $155,811 | $201,272-22.6% | $184,203-15.4% | $145,922+6.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.08% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $7,520 | $7,022+7.1% | $6,427+17.0% | $4,660+61.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,239 | $16,364-68.0% | $13,901-62.3% | $13,397-60.9% |