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 | $86,559 | $88,751-2.5% | $81,812+5.8% | $145,922-40.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.45% | 1025.40%-1004.0pp | 773.79%-752.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,369 | $3,083-55.6% | $2,912-53.0% | $4,660-70.6% |
| Participant deferral / active EE | $3,422 | $4,643-26.3% | $4,319-20.8% | $6,688-48.8% |
| Admin fee / account holder | $698 | $8,415-91.7% | $7,386-90.6% | $13,397-94.8% |