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 | $110,941 | $197,591-43.9% | $177,821-37.6% | $158,922-30.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.97% | 58.76%-36.8pp | 48.32%-26.3pp | 302.83%-280.9pp |
| Employer contribution / active EE | $8,314 | $6,697+24.1% | $5,918+40.5% | $4,761+74.6% |
| Participant deferral / active EE | $11,434 | $8,405+36.0% | $7,714+48.2% | $5,982+91.1% |
| Admin fee / account holder | $10,271 | $15,399-33.3% | $12,427-17.4% | $11,246-8.7% |