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 | $183,040 | $227,553-19.6% | $189,557-3.4% | $167,490+9.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.30% | 78.40%-64.1pp | 64.17%-49.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,747 | $5,316-48.3% | $4,412-37.7% | $4,837-43.2% |
| Participant deferral / active EE | $10,349 | $7,002+47.8% | $6,174+67.6% | $6,341+63.2% |
| Admin fee / account holder | $2,762 | $11,878-76.7% | $9,807-71.8% | $12,309-77.6% |