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 | $103,156 | $117,841-12.5% | $102,423+0.7% | $145,922-29.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $11,952 | $3,615+230.7% | $3,023+295.3% | $4,660+156.5% |
| Participant deferral / active EE | $4,284 | $5,731-25.2% | $5,053-15.2% | $6,688-35.9% |
| Admin fee / account holder | $10,899 | $13,326-18.2% | $9,451+15.3% | $13,397-18.6% |