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 | $169,860 | $214,378-20.8% | $200,582-15.3% | $142,382+19.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.59% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,467 | $6,841-20.1% | $6,419-14.8% | $4,299+27.2% |
| Participant deferral / active EE | $10,842 | $9,865+9.9% | $9,331+16.2% | $6,507+66.6% |
| Admin fee / account holder | $9,540 | $17,692-46.1% | $16,305-41.5% | $12,624-24.4% |