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 | $111,577 | $138,065-19.2% | $123,544-9.7% | $135,375-17.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 9.40% | 153.68%-144.3pp | 119.20%-109.8pp | 519.73%-510.3pp |
| Employer contribution / active EE | $18,138 | $5,151+252.1% | $4,628+291.9% | $4,779+279.6% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32,773 | $10,916+200.2% | $9,284+253.0% | $10,827+202.7% |