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 | $158,878 | $201,272-21.1% | $184,203-13.7% | $145,922+8.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.56% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $11,975 | $7,022+70.5% | $6,427+86.3% | $4,660+157.0% |
| Participant deferral / active EE | $4,819 | $9,806-50.9% | $9,131-47.2% | $6,688-27.9% |
| Admin fee / account holder | $1,215 | $16,364-92.6% | $13,901-91.3% | $13,397-90.9% |