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 | $166,385 | $154,117+8.0% | $129,995+28.0% | $139,434+19.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 32.48%-21.2pp | -137.18%+148.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,147 | $5,289-59.4% | $4,320-50.3% | $4,751-54.8% |
| Participant deferral / active EE | $2,846 | $6,710-57.6% | $5,820-51.1% | $6,710-57.6% |
| Admin fee / account holder | $12,157 | $14,007-13.2% | $10,614+14.5% | $11,403+6.6% |