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 | $115,432 | $176,812-34.7% | $146,665-21.3% | $167,490-31.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 24.03%-8.7pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $4,649 | $5,160-9.9% | $4,136+12.4% | $4,837-3.9% |
| Participant deferral / active EE | $8,716 | $6,440+35.4% | $5,506+58.3% | $6,341+37.5% |
| Admin fee / account holder | $25,530 | $13,259+92.5% | $10,280+148.4% | $12,309+107.4% |