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 | $76,589 | $96,635-20.7% | $86,612-11.6% | $139,434-45.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.69% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,919 | $3,263-41.2% | $3,022-36.5% | $4,751-59.6% |
| Participant deferral / active EE | $4,114 | $4,836-14.9% | $4,438-7.3% | $6,710-38.7% |
| Admin fee / account holder | $17,201 | $6,408+168.4% | $5,614+206.4% | $11,403+50.9% |