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 | $88,277 | $99,877-11.6% | $84,966+3.9% | $145,922-39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.72% | 83.76%-73.0pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,497 | $3,231+70.1% | $2,727+101.6% | $4,660+18.0% |
| Participant deferral / active EE | $7,736 | $5,291+46.2% | $4,519+71.2% | $6,688+15.7% |
| Admin fee / account holder | $151,851 | $7,248+1995.1% | $6,149+2369.6% | $13,397+1033.5% |