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 | $104,393 | $157,256-33.6% | $141,162-26.0% | $152,861-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.75% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $3,085 | $5,261-41.4% | $4,735-34.9% | $4,762-35.2% |
| Participant deferral / active EE | $7,825 | $7,109+10.1% | $6,709+16.6% | $5,850+33.8% |
| Admin fee / account holder | $56,818 | $12,120+368.8% | $10,261+453.7% | $11,596+390.0% |