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 | $131,622 | $159,602-17.5% | $150,045-12.3% | $142,382-7.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,555 | $4,961-28.3% | $4,693-24.3% | $4,299-17.3% |
| Participant deferral / active EE | $6,331 | $8,310-23.8% | $7,997-20.8% | $6,507-2.7% |
| Admin fee / account holder | $40,316 | $14,846+171.6% | $13,435+200.1% | $12,624+219.4% |