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 | $93,186 | $69,207+34.6% | $64,056+45.5% | $139,434-33.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.35% | 45.88%-32.5pp | 33.69%-20.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $7,724 | $3,182+142.7% | $2,747+181.2% | $4,751+62.6% |
| Participant deferral / active EE | $3,251 | $4,682-30.6% | $3,880-16.2% | $6,710-51.6% |
| Admin fee / account holder | $932 | $4,244-78.0% | $3,068-69.6% | $11,403-91.8% |