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 | $66,440 | $102,966-35.5% | $90,281-26.4% | $152,861-56.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 14.32% | 95.16%-80.8pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,645 | $3,139-47.6% | $2,854-42.4% | $4,762-65.5% |
| Participant deferral / active EE | $2,941 | $4,281-31.3% | $3,885-24.3% | $5,850-49.7% |
| Admin fee / account holder | $64,697 | $6,171+948.5% | $5,351+1109.0% | $11,596+457.9% |