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 | $80,430 | $107,934-25.5% | $91,989-12.6% | $152,861-47.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.39% | 89.24%-70.9pp | 69.02%-50.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,166 | $4,210-1.1% | $3,452+20.7% | $4,762-12.5% |
| Participant deferral / active EE | $10,239 | $6,364+60.9% | $5,923+72.9% | $5,850+75.0% |
| Admin fee / account holder | $2,224 | $10,520-78.9% | $7,743-71.3% | $11,596-80.8% |