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 | $84,885 | $96,484-12.0% | $75,886+11.9% | $152,861-44.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.85% | 33.98%-11.1pp | 30.76%-7.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,373 | $3,309-28.3% | $2,500-5.1% | $4,762-50.2% |
| Participant deferral / active EE | $4,369 | $4,553-4.1% | $3,603+21.2% | $5,850-25.3% |
| Admin fee / account holder | $773 | $8,078-90.4% | $5,418-85.7% | $11,596-93.3% |