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 | $158,227 | $214,378-26.2% | $200,582-21.1% | $142,382+11.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.87% | 46.41%-29.5pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $11,727 | $6,841+71.4% | $6,419+82.7% | $4,299+172.8% |
| Participant deferral / active EE | $8,052 | $9,865-18.4% | $9,331-13.7% | $6,507+23.7% |
| Admin fee / account holder | $1,434 | $17,692-91.9% | $16,305-91.2% | $12,624-88.6% |