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 | $75,452 | $95,971-21.4% | $74,550+1.2% | $135,375-44.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.12% | 56.96%-53.8pp | 32.53%-29.4pp | 519.73%-516.6pp |
| Employer contribution / active EE | $5,847 | $2,716+115.3% | $1,961+198.2% | $4,779+22.3% |
| Participant deferral / active EE | $1,085 | $3,843-71.8% | $3,108-65.1% | $5,609-80.7% |
| Admin fee / account holder | $1,659 | $6,522-74.6% | $5,060-67.2% | $10,827-84.7% |