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 | $78,690 | $97,125-19.0% | $86,233-8.7% | $137,256-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.93% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,986 | $2,841-30.1% | $2,504-20.7% | $4,156-52.2% |
| Participant deferral / active EE | $9,797 | $5,180+89.2% | $4,559+114.9% | $6,407+52.9% |
| Admin fee / account holder | $26,033 | $9,725+167.7% | $8,342+212.1% | $12,270+112.2% |