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 | $106,980 | $159,602-33.0% | $150,045-28.7% | $142,382-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.05% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,376 | $4,961+68.8% | $4,693+78.5% | $4,299+94.8% |
| Participant deferral / active EE | $16,083 | $8,310+93.5% | $7,997+101.1% | $6,507+147.2% |
| Admin fee / account holder | $63,029 | $14,846+324.5% | $13,435+369.1% | $12,624+399.3% |