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 | $96,589 | $104,664-7.7% | $85,682+12.7% | $167,490-42.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.78% | 21.45%-2.7pp | 21.49%-2.7pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,785 | $3,337-16.5% | $2,618+6.4% | $4,837-42.4% |
| Participant deferral / active EE | $5,275 | $4,824+9.3% | $3,923+34.5% | $6,341-16.8% |
| Admin fee / account holder | $479 | $10,032-95.2% | $6,873-93.0% | $12,309-96.1% |