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 | $81,579 | $152,587-46.5% | $125,175-34.8% | $152,861-46.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.18% | 54.84%-43.7pp | 43.79%-32.6pp | 345.32%-334.1pp |
| Employer contribution / active EE | $1,165 | $4,946-76.4% | $3,865-69.9% | $4,762-75.5% |
| Participant deferral / active EE | $6,178 | $5,868+5.3% | $4,937+25.1% | $5,850+5.6% |
| Admin fee / account holder | $38,140 | $13,434+183.9% | $9,702+293.1% | $11,596+228.9% |