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 | $123,547 | $197,591-37.5% | $177,821-30.5% | $158,922-22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.82% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $6,123 | $6,697-8.6% | $5,918+3.5% | $4,761+28.6% |
| Participant deferral / active EE | $6,881 | $8,405-18.1% | $7,714-10.8% | $5,982+15.0% |
| Admin fee / account holder | $420 | $15,399-97.3% | $12,427-96.6% | $11,246-96.3% |