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 | $132,217 | $118,849+11.2% | $96,562+36.9% | $167,490-21.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.81% | 50.49%-33.7pp | 37.78%-21.0pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,145 | $3,120+0.8% | $2,356+33.5% | $4,837-35.0% |
| Participant deferral / active EE | $3,570 | $4,616-22.7% | $3,849-7.2% | $6,341-43.7% |
| Admin fee / account holder | $67,565 | $8,065+737.8% | $6,181+993.2% | $12,309+448.9% |