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 | $66,487 | $106,890-37.8% | $84,015-20.9% | $152,861-56.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.82% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,939 | $2,734-29.1% | $1,983-2.2% | $4,762-59.3% |
| Participant deferral / active EE | $6,292 | $4,011+56.9% | $3,239+94.3% | $5,850+7.6% |
| Admin fee / account holder | $2,289 | $8,285-72.4% | $6,101-62.5% | $11,596-80.3% |