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 | $103,773 | $115,770-10.4% | $101,248+2.5% | $158,922-34.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.45% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,157 | $4,175-48.3% | $3,660-41.0% | $4,761-54.7% |
| Participant deferral / active EE | $4,470 | $4,957-9.8% | $4,370+2.3% | $5,982-25.3% |
| Admin fee / account holder | $19,900 | $7,245+174.7% | $5,945+234.7% | $11,246+77.0% |