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 | $117,108 | $176,056-33.5% | $159,436-26.5% | $167,490-30.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.37% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,708 | $5,297-48.9% | $4,829-43.9% | $4,837-44.0% |
| Participant deferral / active EE | $8,327 | $7,750+7.4% | $7,352+13.3% | $6,341+31.3% |
| Admin fee / account holder | $972 | $12,554-92.3% | $10,799-91.0% | $12,309-92.1% |