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 | $130,103 | $157,256-17.3% | $141,162-7.8% | $152,861-14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.82% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $4,749 | $5,261-9.7% | $4,735+0.3% | $4,762-0.3% |
| Participant deferral / active EE | $7,469 | $7,109+5.1% | $6,709+11.3% | $5,850+27.7% |
| Admin fee / account holder | $70,860 | $12,120+484.7% | $10,261+590.6% | $11,596+511.1% |