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 | $93,245 | $112,881-17.4% | $90,951+2.5% | $158,922-41.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.83% | 215.79%-204.0pp | 134.60%-122.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,695 | $2,893+131.4% | $2,122+215.5% | $4,761+40.6% |
| Participant deferral / active EE | $5,884 | $4,128+42.5% | $3,373+74.4% | $5,982-1.6% |
| Admin fee / account holder | $5,748 | $8,041-28.5% | $5,959-3.5% | $11,246-48.9% |