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 | $91,265 | $99,032-7.8% | $80,019+14.1% | $135,375-32.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.20% | 15.39%-20.6pp | 11.22%-16.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,513 | $3,043+15.4% | $2,468+42.4% | $4,779-26.5% |
| Participant deferral / active EE | $10,381 | $4,282+142.4% | $3,686+181.7% | $5,609+85.1% |
| Admin fee / account holder | $99,032 | $10,436+849.0% | $6,521+1418.7% | $10,827+814.7% |