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 | $87,634 | $81,208+7.9% | $98,907-11.4% | $79,858+9.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.91% | 60.99%-50.1pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,727 | $1,960-11.9% | $2,689-35.8% | $2,471-30.1% |
| Participant deferral / active EE | $4,413 | $3,265+35.2% | $4,244+4.0% | $3,740+18.0% |
| Admin fee / account holder | $12,487 | $6,013+107.7% | $6,642+88.0% | $5,306+135.3% |