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 | $63,870 | $178,174-64.2% | $156,181-59.1% | $137,256-53.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.92% | 84.19%-73.3pp | 64.87%-54.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,019 | $4,972-19.2% | $4,294-6.4% | $4,156-3.3% |
| Participant deferral / active EE | $8,206 | $6,888+19.1% | $6,132+33.8% | $6,407+28.1% |
| Admin fee / account holder | $42,094 | $17,404+141.9% | $14,586+188.6% | $12,270+243.1% |