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 | $102,953 | $106,890-3.7% | $84,015+22.5% | $152,861-32.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 17.20% | 104.99%-87.8pp | 71.31%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $10,597 | $2,734+287.5% | $1,983+434.3% | $4,762+122.5% |
| Participant deferral / active EE | $2,975 | $4,011-25.8% | $3,239-8.1% | $5,850-49.2% |
| Admin fee / account holder | $70,377 | $8,285+749.4% | $6,101+1053.6% | $11,596+506.9% |