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 | $129,610 | $209,336-38.1% | $197,124-34.2% | $137,256-5.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.00% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $11,882 | $6,591+80.3% | $6,227+90.8% | $4,156+185.9% |
| Participant deferral / active EE | $6,563 | $9,614-31.7% | $9,135-28.2% | $6,407+2.4% |
| Admin fee / account holder | $1,719 | $17,308-90.1% | $16,298-89.5% | $12,270-86.0% |