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 | $110,239 | $197,591-44.2% | $177,821-38.0% | $158,922-30.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.35% | 58.76%-47.4pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $10,216 | $6,697+52.5% | $5,918+72.6% | $4,761+114.6% |
| Participant deferral / active EE | $6,717 | $8,405-20.1% | $7,714-12.9% | $5,982+12.3% |
| Admin fee / account holder | $4,284 | $15,399-72.2% | $12,427-65.5% | $11,246-61.9% |