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 | $87,747 | $84,696+3.6% | $75,696+15.9% | $167,490-47.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.80% | 199.36%-186.6pp | 104.53%-91.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $7,625 | $3,230+136.1% | $2,743+178.0% | $4,837+57.6% |
| Participant deferral / active EE | $4,786 | $4,580+4.5% | $3,821+25.3% | $6,341-24.5% |
| Admin fee / account holder | $2,751 | $5,355-48.6% | $3,619-24.0% | $12,309-77.6% |