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 | $149,189 | $238,490-37.4% | $180,183-17.2% | $142,382+4.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.02% | 33.56%-20.5pp | 27.86%-14.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,351 | $6,143-12.9% | $5,039+6.2% | $4,299+24.5% |
| Participant deferral / active EE | $6,689 | $7,996-16.4% | $6,822-2.0% | $6,507+2.8% |
| Admin fee / account holder | $11,858 | $28,866-58.9% | $19,975-40.6% | $12,624-6.1% |