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 | $76,091 | $102,616-25.8% | $81,983-7.2% | $158,922-52.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.26% | 61.04%-44.8pp | 41.31%-25.0pp | 302.83%-286.6pp |
| Employer contribution / active EE | $4,965 | $3,240+53.2% | $2,498+98.7% | $4,761+4.3% |
| Participant deferral / active EE | $16,126 | $4,648+246.9% | $3,722+333.3% | $5,982+169.6% |
| Admin fee / account holder | $10,561 | $8,235+28.2% | $5,664+86.5% | $11,246-6.1% |