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 | $132,907 | $111,754+18.9% | $103,333+28.6% | $145,922-8.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.18% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,943 | $4,212-53.9% | $3,868-49.8% | $4,660-58.3% |
| Participant deferral / active EE | $8,929 | $5,619+58.9% | $5,057+76.5% | $6,688+33.5% |
| Admin fee / account holder | $10,022 | $9,750+2.8% | $8,355+20.0% | $13,397-25.2% |