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 | $119,302 | $159,901-25.4% | $146,958-18.8% | $145,922-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,065 | $5,286+33.7% | $4,933+43.2% | $4,660+51.6% |
| Participant deferral / active EE | $4,958 | $8,428-41.2% | $8,070-38.6% | $6,688-25.9% |
| Admin fee / account holder | $5,227 | $15,044-65.3% | $12,998-59.8% | $13,397-61.0% |