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 | $111,718 | $159,901-30.1% | $146,958-24.0% | $145,922-23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,667 | $5,286-30.6% | $4,933-25.7% | $4,660-21.3% |
| Participant deferral / active EE | $5,975 | $8,428-29.1% | $8,070-26.0% | $6,688-10.7% |
| Admin fee / account holder | $1,809 | $15,044-88.0% | $12,998-86.1% | $13,397-86.5% |