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 | $81,884 | $118,849-31.1% | $96,562-15.2% | $167,490-51.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.49% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,773 | $3,120-11.1% | $2,356+17.7% | $4,837-42.7% |
| Participant deferral / active EE | $5,525 | $4,616+19.7% | $3,849+43.5% | $6,341-12.9% |
| Admin fee / account holder | $310 | $8,065-96.2% | $6,181-95.0% | $12,309-97.5% |