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 | $116,081 | $197,591-41.3% | $177,821-34.7% | $158,922-27.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.31% | 58.76%-44.4pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $6,339 | $6,697-5.3% | $5,918+7.1% | $4,761+33.1% |
| Participant deferral / active EE | $12,961 | $8,405+54.2% | $7,714+68.0% | $5,982+116.7% |
| Admin fee / account holder | $28,335 | $15,399+84.0% | $12,427+128.0% | $11,246+152.0% |