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 | $102,965 | $197,591-47.9% | $177,821-42.1% | $158,922-35.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.02% | 58.76%-46.7pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,138 | $6,697-53.2% | $5,918-47.0% | $4,761-34.1% |
| Participant deferral / active EE | $5,308 | $8,405-36.8% | $7,714-31.2% | $5,982-11.3% |
| Admin fee / account holder | $5,736 | $15,399-62.7% | $12,427-53.8% | $11,246-49.0% |