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 | $115,079 | $183,592-37.3% | $155,567-26.0% | $145,959-21.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.34% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,733 | $5,315-48.6% | $4,674-41.5% | $4,661-41.4% |
| Participant deferral / active EE | $7,928 | $6,464+22.6% | $5,628+40.9% | $6,689+18.5% |
| Admin fee / account holder | $2,546 | $19,318-86.8% | $15,916-84.0% | $13,398-81.0% |