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 | $94,953 | $107,334-11.5% | $92,893+2.2% | $152,861-37.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.21% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,304 | $4,221-21.7% | $3,653-9.5% | $4,762-30.6% |
| Participant deferral / active EE | $4,261 | $4,845-12.1% | $4,236+0.6% | $5,850-27.2% |
| Admin fee / account holder | $510 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |