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 | $124,662 | $176,056-29.2% | $159,436-21.8% | $167,490-25.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,558 | $5,297-51.7% | $4,829-47.0% | $4,837-47.1% |
| Participant deferral / active EE | $8,609 | $7,750+11.1% | $7,352+17.1% | $6,341+35.8% |
| Admin fee / account holder | $305,034 | $12,554+2329.8% | $10,799+2724.8% | $12,309+2378.1% |