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 | $169,533 | $214,378-20.9% | $200,582-15.5% | $142,382+19.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.69% | 46.41%-22.7pp | 42.33%-18.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $5,045 | $6,841-26.3% | $6,419-21.4% | $4,299+17.3% |
| Participant deferral / active EE | $8,051 | $9,865-18.4% | $9,331-13.7% | $6,507+23.7% |
| Admin fee / account holder | $453 | $17,692-97.4% | $16,305-97.2% | $12,624-96.4% |