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 | $130,529 | $238,490-45.3% | $180,183-27.6% | $142,382-8.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.35% | 33.56%-22.2pp | 27.86%-16.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,176 | $6,143-64.6% | $5,039-56.8% | $4,299-49.4% |
| Participant deferral / active EE | $7,875 | $7,996-1.5% | $6,822+15.4% | $6,507+21.0% |
| Admin fee / account holder | $90,764 | $28,866+214.4% | $19,975+354.4% | $12,624+619.0% |