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 | $69,182 | $172,111-59.8% | $150,298-54.0% | $137,256-49.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.74% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $10,366 | $4,636+123.6% | $4,154+149.5% | $4,156+149.4% |
| Participant deferral / active EE | $4,233 | $6,166-31.3% | $5,453-22.4% | $6,407-33.9% |
| Admin fee / account holder | $6,911 | $16,471-58.0% | $14,116-51.0% | $12,270-43.7% |