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 | $102,798 | $159,901-35.7% | $146,958-30.0% | $145,922-29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.98% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,313 | $5,286-37.3% | $4,933-32.8% | $4,660-28.9% |
| Participant deferral / active EE | $4,565 | $8,428-45.8% | $8,070-43.4% | $6,688-31.7% |
| Admin fee / account holder | $63,167 | $15,044+319.9% | $12,998+386.0% | $13,397+371.5% |