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 | $193,969 | $201,272-3.6% | $184,203+5.3% | $145,922+32.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $7,222 | $7,022+2.9% | $6,427+12.4% | $4,660+55.0% |
| Participant deferral / active EE | $4,996 | $9,806-49.0% | $9,131-45.3% | $6,688-25.3% |
| Admin fee / account holder | $1,157 | $16,364-92.9% | $13,901-91.7% | $13,397-91.4% |