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 | $132,221 | $197,591-33.1% | $177,821-25.6% | $158,922-16.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.71% | 58.76%-17.0pp | 48.32%-6.6pp | 302.83%-261.1pp |
| Employer contribution / active EE | $5,111 | $6,697-23.7% | $5,918-13.6% | $4,761+7.3% |
| Participant deferral / active EE | $10,470 | $8,405+24.6% | $7,714+35.7% | $5,982+75.0% |
| Admin fee / account holder | $7,770 | $15,399-49.5% | $12,427-37.5% | $11,246-30.9% |