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 | $89,178 | $99,652-10.5% | $78,778+13.2% | $147,584-39.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.72% | 47.28%-34.6pp | 35.62%-22.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,177 | $2,796-22.1% | $1,986+9.6% | $4,876-55.4% |
| Participant deferral / active EE | $3,008 | $3,664-17.9% | $2,958+1.7% | $5,439-44.7% |
| Admin fee / account holder | $24,761 | $7,155+246.0% | $5,134+382.3% | $10,885+127.5% |