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 | $81,233 | $110,502-26.5% | $80,716+0.6% | $167,490-51.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.56% | 120.54%-108.0pp | 87.28%-74.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,756 | $1,543+78.6% | $1,160+137.6% | $4,837-43.0% |
| Participant deferral / active EE | $9,984 | $2,871+247.8% | $2,146+365.3% | $6,341+57.4% |
| Admin fee / account holder | $758 | $4,545-83.3% | $3,380-77.6% | $12,309-93.8% |