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 | $86,784 | $162,781-46.7% | $133,956-35.2% | $158,922-45.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.38% | 41.94%-31.6pp | 45.09%-34.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $9,503 | $4,975+91.0% | $3,919+142.5% | $4,761+99.6% |
| Participant deferral / active EE | $9,998 | $5,911+69.1% | $5,048+98.1% | $5,982+67.1% |
| Admin fee / account holder | $419 | $11,736-96.4% | $8,927-95.3% | $11,246-96.3% |