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 | $89,354 | $99,652-10.3% | $78,778+13.4% | $147,584-39.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.60% | 47.28%-27.7pp | 35.62%-16.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $5,131 | $2,796+83.5% | $1,986+158.4% | $4,876+5.2% |
| Participant deferral / active EE | $12,381 | $3,664+238.0% | $2,958+318.5% | $5,439+127.6% |
| Admin fee / account holder | $565 | $7,155-92.1% | $5,134-89.0% | $10,885-94.8% |