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 | $145,270 | $179,726-19.2% | $156,263-7.0% | $142,382+2.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.79% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,065 | $5,069-39.5% | $4,333-29.3% | $4,299-28.7% |
| Participant deferral / active EE | $5,565 | $6,956-20.0% | $6,158-9.6% | $6,507-14.5% |
| Admin fee / account holder | $84,539 | $17,272+389.4% | $14,255+493.1% | $12,624+569.7% |