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 | $69,499 | $117,841-41.0% | $102,423-32.1% | $145,922-52.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $12,568 | $3,615+247.7% | $3,023+315.7% | $4,660+169.7% |
| Participant deferral / active EE | $7,080 | $5,731+23.5% | $5,053+40.1% | $6,688+5.9% |
| Admin fee / account holder | $2,137 | $13,326-84.0% | $9,451-77.4% | $13,397-84.1% |