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 | $83,525 | $101,069-17.4% | $81,478+2.5% | $147,584-43.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.14% | 32.40%-21.3pp | 38.78%-27.6pp | 578.55%-567.4pp |
| Employer contribution / active EE | $11,388 | $3,205+255.3% | $2,568+343.5% | $4,876+133.5% |
| Participant deferral / active EE | $6,423 | $4,242+51.4% | $3,537+81.6% | $5,439+18.1% |
| Admin fee / account holder | $1,176 | $5,812-79.8% | $4,561-74.2% | $10,885-89.2% |