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 | $76,587 | $96,635-20.7% | $86,612-11.6% | $139,434-45.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.13% | 106.41%-93.3pp | 591.07%-577.9pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,244 | $3,263-31.2% | $3,022-25.8% | $4,751-52.8% |
| Participant deferral / active EE | $5,136 | $4,836+6.2% | $4,438+15.7% | $6,710-23.5% |
| Admin fee / account holder | $12,626 | $6,408+97.0% | $5,614+124.9% | $11,403+10.7% |