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 | $74,447 | $197,591-62.3% | $177,821-58.1% | $158,922-53.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.49% | 58.76%-48.3pp | 48.32%-37.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $6,379 | $6,697-4.8% | $5,918+7.8% | $4,761+34.0% |
| Participant deferral / active EE | $6,431 | $8,405-23.5% | $7,714-16.6% | $5,982+7.5% |
| Admin fee / account holder | $9,130 | $15,399-40.7% | $12,427-26.5% | $11,246-18.8% |