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 | $125,336 | $149,734-16.3% | $118,925+5.4% | $158,922-21.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.34% | 19.95%-11.6pp | 35.88%-27.5pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,419 | $4,115-16.9% | $3,263+4.8% | $4,761-28.2% |
| Participant deferral / active EE | $4,716 | $5,223-9.7% | $4,265+10.6% | $5,982-21.2% |
| Admin fee / account holder | $47,586 | $8,603+453.1% | $6,581+623.1% | $11,246+323.1% |