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 | $120,720 | $176,056-31.4% | $159,436-24.3% | $167,490-27.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.91% | 331.75%-315.8pp | 263.57%-247.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,434 | $5,297-16.3% | $4,829-8.2% | $4,837-8.3% |
| Participant deferral / active EE | $10,395 | $7,750+34.1% | $7,352+41.4% | $6,341+63.9% |
| Admin fee / account holder | $8,457 | $12,554-32.6% | $10,799-21.7% | $12,309-31.3% |