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 | $133,635 | $201,272-33.6% | $184,203-27.5% | $145,922-8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,327 | $7,022+4.3% | $6,427+14.0% | $4,660+57.2% |
| Participant deferral / active EE | $8,173 | $9,806-16.6% | $9,131-10.5% | $6,688+22.2% |
| Admin fee / account holder | $14,599 | $16,364-10.8% | $13,901+5.0% | $13,397+9.0% |