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 | $77,143 | $87,166-11.5% | $76,735+0.5% | $137,256-43.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.88% | 26.50%-6.6pp | 29.77%-9.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $11,955 | $2,904+311.6% | $2,454+387.1% | $4,156+187.7% |
| Participant deferral / active EE | $9,491 | $4,726+100.8% | $4,088+132.2% | $6,407+48.1% |
| Admin fee / account holder | $72,117 | $8,403+758.2% | $7,189+903.1% | $12,270+487.7% |