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 | $94,454 | $115,770-18.4% | $101,248-6.7% | $158,922-40.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.95% | 56.14%-44.2pp | 46.47%-34.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $4,146 | $4,175-0.7% | $3,660+13.3% | $4,761-12.9% |
| Participant deferral / active EE | $13,177 | $4,957+165.8% | $4,370+201.5% | $5,982+120.3% |
| Admin fee / account holder | $11,877 | $7,245+63.9% | $5,945+99.8% | $11,246+5.6% |