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 | $179,674 | $214,378-16.2% | $200,582-10.4% | $142,382+26.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.99% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,531 | $6,841-63.0% | $6,419-60.6% | $4,299-41.1% |
| Participant deferral / active EE | $8,670 | $9,865-12.1% | $9,331-7.1% | $6,507+33.2% |
| Admin fee / account holder | $51,305 | $17,692+190.0% | $16,305+214.7% | $12,624+306.4% |