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 | $55,159 | $106,584-48.2% | $101,326-45.6% | $142,382-61.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.97% | 36.93%-21.0pp | 36.82%-20.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,478 | $3,956+13.2% | $3,665+22.2% | $4,299+4.2% |
| Participant deferral / active EE | $7,920 | $8,297-4.5% | $7,994-0.9% | $6,507+21.7% |
| Admin fee / account holder | $55,707 | $11,446+386.7% | $11,185+398.0% | $12,624+341.3% |