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 | $135,412 | $209,411-35.3% | $178,490-24.1% | $158,922-14.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.71% | 188.75%-180.0pp | 151.07%-142.4pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,404 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $5,938 | $5,954-0.3% | $5,202+14.2% | $5,982-0.7% |
| Admin fee / account holder | $44,366 | $17,074+159.8% | $13,984+217.3% | $11,246+294.5% |