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 | $110,836 | $135,952-18.5% | $123,892-10.5% | $273,961-59.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.13% | 56.63%-41.5pp | 47.52%-32.4pp | 41.45%-26.3pp |
| Employer contribution / active EE | $6,844 | $5,170+32.4% | $4,617+48.2% | $4,869+40.6% |
| Participant deferral / active EE | $2,356 | $6,343-62.9% | $5,984-60.6% | $5,287-55.4% |
| Admin fee / account holder | $115,066 | $9,817+1072.1% | $8,357+1276.9% | $10,132+1035.7% |