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 | $90,659 | $115,770-21.7% | $101,248-10.5% | $158,922-43.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.06% | 56.14%-34.1pp | 46.47%-24.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $11,881 | $4,175+184.6% | $3,660+224.7% | $4,761+149.5% |
| Participant deferral / active EE | $8,724 | $4,957+76.0% | $4,370+99.6% | $5,982+45.8% |
| Admin fee / account holder | $53,757 | $7,245+642.0% | $5,945+804.2% | $11,246+378.0% |