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 | $139,601 | $165,984-15.9% | $164,813-15.3% | $145,922-4.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.65% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,700 | $5,273-29.8% | $4,341-14.8% | $4,660-20.6% |
| Participant deferral / active EE | $5,666 | $6,959-18.6% | $6,031-6.1% | $6,688-15.3% |
| Admin fee / account holder | $23,067 | $16,648+38.6% | $12,690+81.8% | $13,397+72.2% |