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 | $109,307 | $159,602-31.5% | $150,045-27.2% | $142,382-23.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.23% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,993 | $4,961-19.5% | $4,693-14.9% | $4,299-7.1% |
| Participant deferral / active EE | $7,342 | $8,310-11.6% | $7,997-8.2% | $6,507+12.8% |
| Admin fee / account holder | $37,023 | $14,846+149.4% | $13,435+175.6% | $12,624+193.3% |