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 | $96,605 | $99,652-3.1% | $78,778+22.6% | $147,584-34.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.88% | 47.28%-29.4pp | 35.62%-17.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $7,435 | $2,796+165.9% | $1,986+274.4% | $4,876+52.5% |
| Participant deferral / active EE | $10,683 | $3,664+191.6% | $2,958+261.1% | $5,439+96.4% |
| Admin fee / account holder | $8,059 | $7,155+12.6% | $5,134+57.0% | $10,885-26.0% |