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 | $105,058 | $117,841-10.8% | $102,423+2.6% | $145,922-28.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.21% | 31.65%-10.4pp | 29.32%-8.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,500 | $3,615-30.8% | $3,023-17.3% | $4,660-46.3% |
| Participant deferral / active EE | $2,781 | $5,731-51.5% | $5,053-45.0% | $6,688-58.4% |
| Admin fee / account holder | $63,109 | $13,326+373.6% | $9,451+567.8% | $13,397+371.1% |