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 | $106,264 | $107,334-1.0% | $92,893+14.4% | $152,861-30.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.94% | 145.58%-128.6pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,824 | $4,221-33.1% | $3,653-22.7% | $4,762-40.7% |
| Participant deferral / active EE | $5,535 | $4,845+14.2% | $4,236+30.7% | $5,850-5.4% |
| Admin fee / account holder | $31,623 | $7,079+346.7% | $5,794+445.8% | $11,596+172.7% |