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 | $133,929 | $197,591-32.2% | $177,821-24.7% | $158,922-15.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.69% | 58.76%-41.1pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,835 | $6,697-42.7% | $5,918-35.2% | $4,761-19.5% |
| Participant deferral / active EE | $9,000 | $8,405+7.1% | $7,714+16.7% | $5,982+50.4% |
| Admin fee / account holder | $1,698 | $15,399-89.0% | $12,427-86.3% | $11,246-84.9% |