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 5-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 | $110,877 | $127,777-13.2% | $106,548+4.1% | $167,490-33.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 21.81% | 33.87%-12.1pp | 26.80%-5.0pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,412 | $3,427-29.6% | $2,819-14.4% | $4,837-50.1% |
| Participant deferral / active EE | $8,045 | $5,087+58.1% | $4,398+82.9% | $6,341+26.9% |
| Admin fee / account holder | $526 | $11,228-95.3% | $7,407-92.9% | $12,309-95.7% |