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 | $159,566 | $232,540-31.4% | $185,117-13.8% | $147,584+8.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.41% | 43.03%-35.6pp | 40.50%-33.1pp | 578.55%-571.1pp |
| Employer contribution / active EE | $5,980 | $5,195+15.1% | $4,182+43.0% | $4,876+22.6% |
| Participant deferral / active EE | $6,348 | $5,834+8.8% | $5,045+25.8% | $5,439+16.7% |
| Admin fee / account holder | $64,598 | $10,275+528.7% | $8,159+691.7% | $10,885+493.4% |