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 | $105,461 | $117,841-10.5% | $102,423+3.0% | $145,922-27.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,748 | $3,615-51.7% | $3,023-42.2% | $4,660-62.5% |
| Participant deferral / active EE | $5,407 | $5,731-5.7% | $5,053+7.0% | $6,688-19.2% |
| Admin fee / account holder | $31,943 | $13,326+139.7% | $9,451+238.0% | $13,397+138.4% |