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 | $147,897 | $149,734-1.2% | $118,925+24.4% | $158,922-6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.45% | 19.95%-12.5pp | 35.88%-28.4pp | 302.83%-295.4pp |
| Employer contribution / active EE | $8,165 | $4,115+98.4% | $3,263+150.3% | $4,761+71.5% |
| Participant deferral / active EE | $3,315 | $5,223-36.5% | $4,265-22.3% | $5,982-44.6% |
| Admin fee / account holder | $19,410 | $8,603+125.6% | $6,581+195.0% | $11,246+72.6% |