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 | $91,393 | $111,724-18.2% | $93,606-2.4% | $145,922-37.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.65% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,524 | $3,090+46.4% | $2,420+87.0% | $4,660-2.9% |
| Participant deferral / active EE | $8,602 | $4,912+75.1% | $4,411+95.0% | $6,688+28.6% |
| Admin fee / account holder | $3,063 | $10,250-70.1% | $8,285-63.0% | $13,397-77.1% |