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 | $87,613 | $110,809-20.9% | $86,874+0.9% | $167,490-47.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.25% | 116.98%-106.7pp | 63.52%-53.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $4,230 | $3,244+30.4% | $2,495+69.5% | $4,837-12.5% |
| Participant deferral / active EE | $1,416 | $4,546-68.8% | $3,699-61.7% | $6,341-77.7% |
| Admin fee / account holder | $16,636 | $8,415+97.7% | $5,828+185.4% | $12,309+35.2% |