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 | $176,379 | $92,798+90.1% | $96,707+82.4% | $137,256+28.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 15.03% | 31.24%-16.2pp | 34.78%-19.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,412 | $4,147-41.8% | $4,191-42.4% | $4,156-42.0% |
| Participant deferral / active EE | $2,792 | $5,877-52.5% | $5,997-53.4% | $6,407-56.4% |
| Admin fee / account holder | $5,647 | $7,946-28.9% | $7,503-24.7% | $12,270-54.0% |