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 | $87,422 | $126,574-30.9% | $106,213-17.7% | $145,922-40.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.28% | 224.79%-216.5pp | 116.14%-107.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,270 | $3,730-12.3% | $3,171+3.1% | $4,660-29.8% |
| Participant deferral / active EE | $5,788 | $5,724+1.1% | $5,016+15.4% | $6,688-13.5% |
| Admin fee / account holder | $28,590 | $17,304+65.2% | $11,033+159.1% | $13,397+113.4% |