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 | $97,211 | $149,040-34.8% | $120,225-19.1% | $137,256-29.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.62% | 605.68%-591.1pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,418 | $4,350-21.4% | $3,475-1.7% | $4,156-17.8% |
| Participant deferral / active EE | $7,415 | $4,655+59.3% | $3,999+85.4% | $6,407+15.7% |
| Admin fee / account holder | $17,181 | $6,348+170.7% | $5,696+201.6% | $12,270+40.0% |