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 | $121,349 | $106,890+13.5% | $84,015+44.4% | $152,861-20.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.04% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,606 | $2,734-41.3% | $1,983-19.0% | $4,762-66.3% |
| Participant deferral / active EE | $4,124 | $4,011+2.8% | $3,239+27.3% | $5,850-29.5% |
| Admin fee / account holder | $28,365 | $8,285+242.4% | $6,101+364.9% | $11,596+144.6% |