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 | $102,919 | $152,587-32.6% | $125,175-17.8% | $152,861-32.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.84% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $6,939 | $4,946+40.3% | $3,865+79.5% | $4,762+45.7% |
| Participant deferral / active EE | $7,436 | $5,868+26.7% | $4,937+50.6% | $5,850+27.1% |
| Admin fee / account holder | $646 | $13,434-95.2% | $9,702-93.3% | $11,596-94.4% |