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 | $83,012 | $106,890-22.3% | $84,015-1.2% | $152,861-45.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.13% | 104.99%-87.9pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,762 | $2,734+37.6% | $1,983+89.6% | $4,762-21.0% |
| Participant deferral / active EE | $2,430 | $4,011-39.4% | $3,239-25.0% | $5,850-58.5% |
| Admin fee / account holder | $547 | $8,285-93.4% | $6,101-91.0% | $11,596-95.3% |