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 | $126,596 | $118,849+6.5% | $96,562+31.1% | $167,490-24.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.97% | 50.49%-35.5pp | 37.78%-22.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,812 | $3,120-9.9% | $2,356+19.3% | $4,837-41.9% |
| Participant deferral / active EE | $5,727 | $4,616+24.1% | $3,849+48.8% | $6,341-9.7% |
| Admin fee / account holder | $4,100 | $8,065-49.2% | $6,181-33.7% | $12,309-66.7% |