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 | $164,503 | $97,744+68.3% | $103,476+59.0% | $145,922+12.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.95% | 25.41%-12.5pp | 23.90%-11.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $8,233 | $4,677+76.0% | $4,672+76.2% | $4,660+76.7% |
| Participant deferral / active EE | $4,781 | $6,603-27.6% | $6,623-27.8% | $6,688-28.5% |
| Admin fee / account holder | $64,385 | $12,515+414.5% | $9,413+584.0% | $13,397+380.6% |