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 | $86,402 | $101,069-14.5% | $81,478+6.0% | $147,584-41.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.14% | 32.40%-19.3pp | 38.78%-25.6pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,369 | $3,205-26.1% | $2,568-7.7% | $4,876-51.4% |
| Participant deferral / active EE | $9,078 | $4,242+114.0% | $3,537+156.7% | $5,439+66.9% |
| Admin fee / account holder | $85,960 | $5,812+1379.0% | $4,561+1784.7% | $10,885+689.7% |