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 | $86,100 | $117,841-26.9% | $102,423-15.9% | $145,922-41.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.91% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,647 | $3,615-54.4% | $3,023-45.5% | $4,660-64.7% |
| Participant deferral / active EE | $5,066 | $5,731-11.6% | $5,053+0.3% | $6,688-24.2% |
| Admin fee / account holder | $275,827 | $13,326+1969.8% | $9,451+2818.6% | $13,397+1958.9% |