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 | $86,514 | $99,079-12.7% | $77,999+10.9% | $273,961-68.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.06% | 217.93%-213.9pp | 425.96%-421.9pp | 41.45%-37.4pp |
| Employer contribution / active EE | $3,125 | $3,308-5.5% | $2,470+26.5% | $4,869-35.8% |
| Participant deferral / active EE | $4,533 | $4,306+5.3% | $3,497+29.6% | $5,287-14.3% |
| Admin fee / account holder | $3,695 | $8,954-58.7% | $5,480-32.6% | $10,132-63.5% |