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 | $99,802 | $108,172-7.7% | $77,482+28.8% | $158,922-37.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.10% | 31.67%-11.6pp | 54.79%-34.7pp | 302.83%-282.7pp |
| Employer contribution / active EE | $5,618 | $1,325+324.0% | $986+469.5% | $4,761+18.0% |
| Participant deferral / active EE | $4,310 | $2,456+75.5% | $1,861+131.6% | $5,982-28.0% |
| Admin fee / account holder | $547 | $3,708-85.2% | $2,858-80.8% | $11,246-95.1% |