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 | $105,016 | $108,172-2.9% | $77,482+35.5% | $158,922-33.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.38% | 31.67%-10.3pp | 54.79%-33.4pp | 302.83%-281.4pp |
| Employer contribution / active EE | $4,323 | $1,325+226.3% | $986+338.2% | $4,761-9.2% |
| Participant deferral / active EE | $4,133 | $2,456+68.3% | $1,861+122.1% | $5,982-30.9% |
| Admin fee / account holder | $720 | $3,708-80.6% | $2,858-74.8% | $11,246-93.6% |