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 | $80,480 | $74,888+7.5% | $71,209+13.0% | $142,382-43.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.16% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,142 | $2,854-25.0% | $2,721-21.3% | $4,299-50.2% |
| Participant deferral / active EE | $7,160 | $4,454+60.7% | $4,175+71.5% | $6,507+10.0% |
| Admin fee / account holder | $21,730 | $5,568+290.2% | $5,349+306.3% | $12,624+72.1% |