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 | $109,537 | $114,381-4.2% | $107,525+1.9% | $142,382-23.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.78% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,893 | $4,015+71.7% | $3,754+83.7% | $4,299+60.3% |
| Participant deferral / active EE | $5,252 | $5,564-5.6% | $5,116+2.7% | $6,507-19.3% |
| Admin fee / account holder | $6,706 | $9,860-32.0% | $8,919-24.8% | $12,624-46.9% |