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 | $169,179 | $228,332-25.9% | $185,823-9.0% | $158,922+6.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.60% | 40.80%-28.2pp | 35.95%-23.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,525 | $4,967-8.9% | $4,087+10.7% | $4,761-5.0% |
| Participant deferral / active EE | $10,060 | $6,415+56.8% | $5,632+78.6% | $5,982+68.2% |
| Admin fee / account holder | $3,932 | $11,864-66.9% | $9,500-58.6% | $11,246-65.0% |