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 | $116,447 | $197,591-41.1% | $177,821-34.5% | $158,922-26.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.80% | 58.76%-41.0pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,439 | $6,697-63.6% | $5,918-58.8% | $4,761-48.8% |
| Participant deferral / active EE | $5,963 | $8,405-29.1% | $7,714-22.7% | $5,982-0.3% |
| Admin fee / account holder | $3,296 | $15,399-78.6% | $12,427-73.5% | $11,246-70.7% |