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 | $95,512 | $84,696+12.8% | $75,696+26.2% | $167,490-43.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.38% | 199.36%-188.0pp | 104.53%-93.1pp | 478.56%-467.2pp |
| Employer contribution / active EE | $3,015 | $3,230-6.6% | $2,743+9.9% | $4,837-37.7% |
| Participant deferral / active EE | $7,825 | $4,580+70.9% | $3,821+104.8% | $6,341+23.4% |
| Admin fee / account holder | $61,326 | $5,355+1045.2% | $3,619+1594.5% | $12,309+398.2% |