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 | $92,253 | $138,065-33.2% | $123,544-25.3% | $135,375-31.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.89% | 153.68%-152.8pp | 119.20%-118.3pp | 519.73%-518.8pp |
| Employer contribution / active EE | $5,952 | $5,151+15.5% | $4,628+28.6% | $4,779+24.6% |
| Participant deferral / active EE | $6,626 | $6,799-2.5% | $6,426+3.1% | $5,609+18.1% |
| Admin fee / account holder | $290,960 | $10,916+2565.5% | $9,284+3034.1% | $10,827+2587.3% |