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 | $218,044 | $176,056+23.8% | $159,436+36.8% | $167,490+30.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.02% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,089 | $5,297-41.7% | $4,829-36.0% | $4,837-36.2% |
| Participant deferral / active EE | $5,854 | $7,750-24.5% | $7,352-20.4% | $6,341-7.7% |
| Admin fee / account holder | $40,630 | $12,554+223.6% | $10,799+276.3% | $12,309+230.1% |