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 | $87,350 | $110,809-21.2% | $86,874+0.5% | $167,490-47.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.46% | 116.98%-107.5pp | 63.52%-54.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $8,705 | $3,244+168.4% | $2,495+248.8% | $4,837+79.9% |
| Participant deferral / active EE | $11,319 | $4,546+149.0% | $3,699+206.0% | $6,341+78.5% |
| Admin fee / account holder | $13,883 | $8,415+65.0% | $5,828+138.2% | $12,309+12.8% |