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 | $166,599 | $201,272-17.2% | $184,203-9.6% | $145,922+14.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.10% | 29.00%-8.9pp | 28.81%-8.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $6,678 | $7,022-4.9% | $6,427+3.9% | $4,660+43.3% |
| Participant deferral / active EE | $10,303 | $9,806+5.1% | $9,131+12.8% | $6,688+54.1% |
| Admin fee / account holder | $1,510 | $16,364-90.8% | $13,901-89.1% | $13,397-88.7% |