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 | $85,578 | $111,724-23.4% | $93,606-8.6% | $145,922-41.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.26% | 202.98%-193.7pp | 133.20%-123.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,878 | $3,090+57.9% | $2,420+101.6% | $4,660+4.7% |
| Participant deferral / active EE | $4,987 | $4,912+1.5% | $4,411+13.1% | $6,688-25.4% |
| Admin fee / account holder | $1,201 | $10,250-88.3% | $8,285-85.5% | $13,397-91.0% |