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 | $82,845 | $74,888+10.6% | $71,209+16.3% | $142,382-41.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.64% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,311 | $2,854+16.0% | $2,721+21.7% | $4,299-23.0% |
| Participant deferral / active EE | $3,995 | $4,454-10.3% | $4,175-4.3% | $6,507-38.6% |
| Admin fee / account holder | $56,861 | $5,568+921.1% | $5,349+963.1% | $12,624+350.4% |