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 | $115,530 | $112,096+3.1% | $95,952+20.4% | $158,922-27.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.01% | 171.09%-161.1pp | 91.61%-81.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,210 | $3,198-30.9% | $2,541-13.0% | $4,761-53.6% |
| Participant deferral / active EE | $10,125 | $4,784+111.6% | $4,167+143.0% | $5,982+69.3% |
| Admin fee / account holder | $26,806 | $10,130+164.6% | $6,795+294.5% | $11,246+138.4% |