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 | $171,512 | $215,361-20.4% | $171,082+0.3% | $273,961-37.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.04% | 25.14%-14.1pp | 32.56%-21.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $12,493 | $4,967+151.5% | $4,002+212.2% | $4,869+156.6% |
| Participant deferral / active EE | $4,721 | $5,543-14.8% | $4,797-1.6% | $5,287-10.7% |
| Admin fee / account holder | $8,520 | $10,846-21.4% | $8,5200% | $10,132-15.9% |