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 | $167,287 | $149,734+11.7% | $118,925+40.7% | $158,922+5.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.81% | 19.95%-8.1pp | 35.88%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,545 | $4,115-62.5% | $3,263-52.6% | $4,761-67.5% |
| Participant deferral / active EE | $2,673 | $5,223-48.8% | $4,265-37.3% | $5,982-55.3% |
| Admin fee / account holder | $2,107 | $8,603-75.5% | $6,581-68.0% | $11,246-81.3% |