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 | $145,270 | $178,174-18.5% | $156,181-7.0% | $137,256+5.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.79% | 84.19%-73.4pp | 64.87%-54.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,065 | $4,972-38.4% | $4,294-28.6% | $4,156-26.3% |
| Participant deferral / active EE | $5,565 | $6,888-19.2% | $6,132-9.2% | $6,407-13.1% |
| Admin fee / account holder | $84,539 | $17,404+385.7% | $14,586+479.6% | $12,270+589.0% |