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 | $172,726 | $214,378-19.4% | $200,582-13.9% | $142,382+21.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.00% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $11,322 | $6,841+65.5% | $6,419+76.4% | $4,299+163.4% |
| Participant deferral / active EE | $4,454 | $9,865-54.9% | $9,331-52.3% | $6,507-31.6% |
| Admin fee / account holder | $553 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |