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 | $95,937 | $133,922-28.4% | $116,228-17.5% | $142,382-32.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.24% | 147.76%-136.5pp | 90.06%-78.8pp | 217.08%-205.8pp |
| Employer contribution / active EE | $5,180 | $3,446+50.3% | $2,994+73.0% | $4,299+20.5% |
| Participant deferral / active EE | $5,488 | $5,672-3.2% | $4,953+10.8% | $6,507-15.7% |
| Admin fee / account holder | $83,126 | $14,945+456.2% | $11,989+593.4% | $12,624+558.5% |