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 | $105,508 | $107,334-1.7% | $92,893+13.6% | $152,861-31.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.32% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,448 | $4,221-42.0% | $3,653-33.0% | $4,762-48.6% |
| Participant deferral / active EE | $4,374 | $4,845-9.7% | $4,236+3.3% | $5,850-25.2% |
| Admin fee / account holder | $23,034 | $7,079+225.4% | $5,794+297.6% | $11,596+98.6% |