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 | $79,574 | $133,922-40.6% | $116,228-31.5% | $142,382-44.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.74% | 147.76%-126.0pp | 90.06%-68.3pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,250 | $3,446+23.4% | $2,994+41.9% | $4,299-1.1% |
| Participant deferral / active EE | $3,408 | $5,672-39.9% | $4,953-31.2% | $6,507-47.6% |
| Admin fee / account holder | $2,770 | $14,945-81.5% | $11,989-76.9% | $12,624-78.1% |