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 | $96,796 | $176,377-45.1% | $134,143-27.8% | $158,922-39.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.42% | 63.63%-56.2pp | 36.33%-28.9pp | 302.83%-295.4pp |
| Employer contribution / active EE | $7,267 | $5,040+44.2% | $3,704+96.2% | $4,761+52.6% |
| Participant deferral / active EE | $6,781 | $4,091+65.7% | $3,499+93.8% | $5,982+13.3% |
| Admin fee / account holder | $22,094 | $8,718+153.4% | $6,684+230.5% | $11,246+96.5% |