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 | $169,236 | $214,378-21.1% | $200,582-15.6% | $142,382+18.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.44% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,995 | $6,841-56.2% | $6,419-53.3% | $4,299-30.3% |
| Participant deferral / active EE | $4,493 | $9,865-54.5% | $9,331-51.8% | $6,507-31.0% |
| Admin fee / account holder | $902 | $17,692-94.9% | $16,305-94.5% | $12,624-92.9% |