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 | $83,173 | $197,591-57.9% | $177,821-53.2% | $158,922-47.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.94% | 58.76%-48.8pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $7,030 | $6,697+5.0% | $5,918+18.8% | $4,761+47.7% |
| Participant deferral / active EE | $8,939 | $8,405+6.4% | $7,714+15.9% | $5,982+49.4% |
| Admin fee / account holder | $8,135 | $15,399-47.2% | $12,427-34.5% | $11,246-27.7% |