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 | $96,993 | $88,672+9.4% | $105,223-7.8% | $82,448+17.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.25% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,597 | $3,048+83.6% | $3,689+51.7% | $2,551+119.4% |
| Participant deferral / active EE | $5,747 | $4,036+42.4% | $5,072+13.3% | $4,139+38.8% |
| Admin fee / account holder | $46,431 | $7,146+549.7% | $8,859+424.1% | $7,234+541.8% |