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 | $54,769 | $152,587-64.1% | $125,175-56.2% | $152,861-64.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.26% | 54.84%-39.6pp | 43.79%-28.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,999 | $4,946-59.6% | $3,865-48.3% | $4,762-58.0% |
| Participant deferral / active EE | $2,782 | $5,868-52.6% | $4,937-43.7% | $5,850-52.4% |
| Admin fee / account holder | $2,587 | $13,434-80.7% | $9,702-73.3% | $11,596-77.7% |