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 | $148,329 | $197,591-24.9% | $177,821-16.6% | $158,922-6.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.60% | 58.76%-41.2pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $11,823 | $6,697+76.5% | $5,918+99.8% | $4,761+148.3% |
| Participant deferral / active EE | $8,233 | $8,405-2.0% | $7,714+6.7% | $5,982+37.6% |
| Admin fee / account holder | $71,383 | $15,399+363.5% | $12,427+474.4% | $11,246+534.8% |