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 | $76,887 | $755,339-89.8% | $379,746-79.8% | $158,922-51.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 43.76% | 53.41%-9.7pp | 34.90%+8.9pp | 302.83%-259.1pp |
| Employer contribution / active EE | $2,178 | $4,685-53.5% | $3,540-38.5% | $4,761-54.3% |
| Participant deferral / active EE | $12,901 | $7,938+62.5% | $6,024+114.1% | $5,982+115.7% |
| Admin fee / account holder | $632 | $14,482-95.6% | $7,927-92.0% | $11,246-94.4% |