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 | $116,429 | $209,411-44.4% | $178,490-34.8% | $158,922-26.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.46% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $6,104 | $5,706+7.0% | $5,011+21.8% | $4,761+28.2% |
| Participant deferral / active EE | $5,131 | $5,954-13.8% | $5,202-1.4% | $5,982-14.2% |
| Admin fee / account holder | $7,554 | $17,074-55.8% | $13,984-46.0% | $11,246-32.8% |