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 | $103,203 | $209,411-50.7% | $178,490-42.2% | $158,922-35.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.79% | 188.75%-165.0pp | 151.07%-127.3pp | 302.83%-279.0pp |
| Employer contribution / active EE | $4,862 | $5,706-14.8% | $5,011-3.0% | $4,761+2.1% |
| Participant deferral / active EE | $6,500 | $5,954+9.2% | $5,202+25.0% | $5,982+8.7% |
| Admin fee / account holder | $49,368 | $17,074+189.1% | $13,984+253.0% | $11,246+339.0% |