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 | $83,101 | $102,616-19.0% | $81,983+1.4% | $158,922-47.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 26.92% | 61.04%-34.1pp | 41.31%-14.4pp | 302.83%-275.9pp |
| Employer contribution / active EE | $9,648 | $3,240+197.8% | $2,498+286.2% | $4,761+102.6% |
| Participant deferral / active EE | $3,601 | $4,648-22.5% | $3,722-3.3% | $5,982-39.8% |
| Admin fee / account holder | $6,782 | $8,235-17.6% | $5,664+19.7% | $11,246-39.7% |