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 | $87,754 | $117,859-25.5% | $102,438-14.3% | $145,959-39.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.10% | 31.72%-15.6pp | 29.37%-13.3pp | 561.95%-545.9pp |
| Employer contribution / active EE | $5,556 | $3,615+53.7% | $3,024+83.7% | $4,661+19.2% |
| Participant deferral / active EE | $4,025 | $5,732-29.8% | $5,054-20.3% | $6,689-39.8% |
| Admin fee / account holder | $366 | $13,318-97.2% | $9,448-96.1% | $13,398-97.3% |