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 | $95,442 | $115,770-17.6% | $101,248-5.7% | $158,922-39.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.99% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,951 | $4,175-53.3% | $3,660-46.7% | $4,761-59.0% |
| Participant deferral / active EE | $8,794 | $4,957+77.4% | $4,370+101.2% | $5,982+47.0% |
| Admin fee / account holder | $27,179 | $7,245+275.1% | $5,945+357.1% | $11,246+141.7% |