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 | $108,064 | $116,167-7.0% | $64,489+67.6% | $137,256-21.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 15.69% | 36.55%-20.9pp | 55.03%-39.3pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,373 | $2,483+116.4% | $1,523+252.8% | $4,156+29.3% |
| Participant deferral / active EE | $3,687 | $4,215-12.5% | $2,778+32.7% | $6,407-42.5% |
| Admin fee / account holder | $4,287 | $6,188-30.7% | $4,260+0.6% | $12,270-65.1% |