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 | $102,030 | $209,411-51.3% | $178,490-42.8% | $158,922-35.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.02% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $5,539 | $5,706-2.9% | $5,011+10.5% | $4,761+16.3% |
| Participant deferral / active EE | $4,570 | $5,954-23.2% | $5,202-12.1% | $5,982-23.6% |
| Admin fee / account holder | $3,710 | $17,074-78.3% | $13,984-73.5% | $11,246-67.0% |