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 | $96,209 | $99,079-2.9% | $77,999+23.3% | $273,961-64.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.75% | 217.93%-212.2pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,959 | $3,308-40.8% | $2,470-20.7% | $4,869-59.8% |
| Participant deferral / active EE | $3,390 | $4,306-21.3% | $3,497-3.1% | $5,287-35.9% |
| Admin fee / account holder | $925 | $8,954-89.7% | $5,480-83.1% | $10,132-90.9% |