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 | $205,543 | $238,490-13.8% | $180,183+14.1% | $142,382+44.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.65% | 33.56%-14.9pp | 27.86%-9.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,165 | $6,143-32.2% | $5,039-17.3% | $4,299-3.1% |
| Participant deferral / active EE | $7,481 | $7,996-6.4% | $6,822+9.7% | $6,507+15.0% |
| Admin fee / account holder | $3,389 | $28,866-88.3% | $19,975-83.0% | $12,624-73.2% |