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 | $69,826 | $77,899-10.4% | $149,673-53.3% | $75,163-7.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.01% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $8,364 | $3,137+166.6% | $4,818+73.6% | $2,670+213.3% |
| Participant deferral / active EE | $4,017 | $3,411+17.8% | $5,680-29.3% | $4,125-2.6% |
| Admin fee / account holder | $25,033 | $5,956+320.3% | $13,210+89.5% | $5,651+343.0% |