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 | $109,874 | $209,411-47.5% | $178,490-38.4% | $158,922-30.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.96% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,810 | $5,706-50.7% | $5,011-43.9% | $4,761-41.0% |
| Participant deferral / active EE | $2,686 | $5,954-54.9% | $5,202-48.4% | $5,982-55.1% |
| Admin fee / account holder | $59,705 | $17,074+249.7% | $13,984+327.0% | $11,246+430.9% |