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 | $97,930 | $177,572-44.9% | $154,803-36.7% | $142,382-31.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.66% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,188 | $4,810-33.7% | $4,305-26.0% | $4,299-25.8% |
| Participant deferral / active EE | $9,578 | $6,272+52.7% | $5,540+72.9% | $6,507+47.2% |
| Admin fee / account holder | $9,267 | $16,786-44.8% | $14,329-35.3% | $12,624-26.6% |