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 | $102,415 | $107,334-4.6% | $92,893+10.3% | $152,861-33.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.23% | 145.58%-118.4pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,061 | $4,221-27.5% | $3,653-16.2% | $4,762-35.7% |
| Participant deferral / active EE | $2,154 | $4,845-55.5% | $4,236-49.2% | $5,850-63.2% |
| Admin fee / account holder | $21,203 | $7,079+199.5% | $5,794+266.0% | $11,596+82.8% |