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 | $72,385 | $152,587-52.6% | $125,175-42.2% | $152,861-52.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.42% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,502 | $4,946-9.0% | $3,865+16.5% | $4,762-5.5% |
| Participant deferral / active EE | $4,573 | $5,868-22.1% | $4,937-7.4% | $5,850-21.8% |
| Admin fee / account holder | $20,027 | $13,434+49.1% | $9,702+106.4% | $11,596+72.7% |