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 | $107,172 | $138,065-22.4% | $123,544-13.3% | $135,375-20.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.05% | 153.68%-148.6pp | 119.20%-114.1pp | 519.73%-514.7pp |
| Employer contribution / active EE | $1,918 | $5,151-62.8% | $4,628-58.6% | $4,779-59.9% |
| Participant deferral / active EE | $3,330 | $6,799-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $15,339 | $10,916+40.5% | $9,284+65.2% | $10,827+41.7% |