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 | $90,356 | $99,652-9.3% | $78,778+14.7% | $147,584-38.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.59% | 47.28%-36.7pp | 35.62%-25.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $7,927 | $2,796+183.5% | $1,986+299.2% | $4,876+62.6% |
| Participant deferral / active EE | $3,662 | $3,664-0.1% | $2,958+23.8% | $5,439-32.7% |
| Admin fee / account holder | $55,540 | $7,155+676.2% | $5,134+981.8% | $10,885+410.2% |