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 | $74,645 | $96,635-22.8% | $86,612-13.8% | $139,434-46.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.82% | 106.41%-87.6pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,333 | $3,263+32.8% | $3,022+43.4% | $4,751-8.8% |
| Participant deferral / active EE | $4,720 | $4,836-2.4% | $4,438+6.4% | $6,710-29.7% |
| Admin fee / account holder | $3,277 | $6,408-48.9% | $5,614-41.6% | $11,403-71.3% |