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 | $109,254 | $111,535-2.0% | $105,223+3.8% | $137,256-20.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.80% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,146 | $3,939-20.1% | $3,689-14.7% | $4,156-24.3% |
| Participant deferral / active EE | $2,129 | $5,500-61.3% | $5,072-58.0% | $6,407-66.8% |
| Admin fee / account holder | $51,221 | $9,721+426.9% | $8,859+478.2% | $12,270+317.4% |