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 | $187,797 | $201,272-6.7% | $184,203+2.0% | $145,922+28.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.96% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,954 | $7,022-43.7% | $6,427-38.5% | $4,660-15.1% |
| Participant deferral / active EE | $3,954 | $9,806-59.7% | $9,131-56.7% | $6,688-40.9% |
| Admin fee / account holder | $19,983 | $16,364+22.1% | $13,901+43.8% | $13,397+49.2% |