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 | $94,299 | $102,547-8.0% | $78,210+20.6% | $147,584-36.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.83% | 51.08%-34.3pp | 40.90%-24.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,123 | $2,617+57.5% | $2,034+102.7% | $4,876-15.5% |
| Participant deferral / active EE | $3,850 | $3,481+10.6% | $2,823+36.4% | $5,439-29.2% |
| Admin fee / account holder | $549 | $5,059-89.2% | $3,758-85.4% | $10,885-95.0% |