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 | $152,414 | $177,572-14.2% | $154,803-1.5% | $142,382+7.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.77% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,797 | $4,810-62.7% | $4,305-58.3% | $4,299-58.2% |
| Participant deferral / active EE | $8,288 | $6,272+32.1% | $5,540+49.6% | $6,507+27.4% |
| Admin fee / account holder | $635 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |