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 | $86,485 | $152,587-43.3% | $125,175-30.9% | $152,861-43.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.06% | 54.84%-35.8pp | 43.79%-24.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,086 | $4,946-37.6% | $3,865-20.2% | $4,762-35.2% |
| Participant deferral / active EE | $5,762 | $5,868-1.8% | $4,937+16.7% | $5,850-1.5% |
| Admin fee / account holder | $33,559 | $13,434+149.8% | $9,702+245.9% | $11,596+189.4% |