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 | $138,385 | $176,812-21.7% | $146,665-5.6% | $167,490-17.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.96% | 24.03%-7.1pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $4,208 | $5,160-18.5% | $4,136+1.7% | $4,837-13.0% |
| Participant deferral / active EE | $12,859 | $6,440+99.7% | $5,506+133.5% | $6,341+102.8% |
| Admin fee / account holder | $9,806 | $13,259-26.0% | $10,280-4.6% | $12,309-20.3% |