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 | $95,322 | $201,272-52.6% | $184,203-48.3% | $145,922-34.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.24% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,178 | $7,022-40.5% | $6,427-35.0% | $4,660-10.3% |
| Participant deferral / active EE | $12,146 | $9,806+23.9% | $9,131+33.0% | $6,688+81.6% |
| Admin fee / account holder | $12,318 | $16,364-24.7% | $13,901-11.4% | $13,397-8.1% |