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 | $123,668 | $107,334+15.2% | $92,893+33.1% | $152,861-19.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.15% | 145.58%-128.4pp | 109.41%-92.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,051 | $4,221-51.4% | $3,653-43.9% | $4,762-56.9% |
| Participant deferral / active EE | $3,898 | $4,845-19.5% | $4,236-8.0% | $5,850-33.4% |
| Admin fee / account holder | $65,179 | $7,079+820.7% | $5,794+1025.0% | $11,596+462.1% |