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 | $106,110 | $159,602-33.5% | $150,045-29.3% | $142,382-25.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.56% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,268 | $4,961-14.0% | $4,693-9.0% | $4,299-0.7% |
| Participant deferral / active EE | $11,001 | $8,310+32.4% | $7,997+37.6% | $6,507+69.1% |
| Admin fee / account holder | $30,652 | $14,846+106.5% | $13,435+128.2% | $12,624+142.8% |