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 | $77,601 | $107,334-27.7% | $92,893-16.5% | $152,861-49.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.49% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,974 | $4,221-29.5% | $3,653-18.6% | $4,762-37.5% |
| Participant deferral / active EE | $11,095 | $4,845+129.0% | $4,236+161.9% | $5,850+89.6% |
| Admin fee / account holder | $2,092 | $7,079-70.4% | $5,794-63.9% | $11,596-82.0% |