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 | $197,405 | $227,553-13.2% | $189,557+4.1% | $167,490+17.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.37% | 78.40%-70.0pp | 64.17%-55.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,051 | $5,316-61.4% | $4,412-53.5% | $4,837-57.6% |
| Participant deferral / active EE | $10,200 | $7,002+45.7% | $6,174+65.2% | $6,341+60.9% |
| Admin fee / account holder | $749 | $11,878-93.7% | $9,807-92.4% | $12,309-93.9% |