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 | $104,103 | $157,256-33.8% | $141,162-26.3% | $152,861-31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.69% | 64.32%-49.6pp | 71.39%-56.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $3,853 | $5,261-26.8% | $4,735-18.6% | $4,762-19.1% |
| Participant deferral / active EE | $9,106 | $7,109+28.1% | $6,709+35.7% | $5,850+55.7% |
| Admin fee / account holder | $2,256 | $12,120-81.4% | $10,261-78.0% | $11,596-80.5% |