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 | $69,633 | $142,405-51.1% | $115,157-39.5% | $152,861-54.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.12% | 41.48%-23.4pp | 35.60%-17.5pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,091 | $4,010-47.8% | $3,179-34.2% | $4,762-56.1% |
| Participant deferral / active EE | $2,839 | $5,164-45.0% | $4,168-31.9% | $5,850-51.5% |
| Admin fee / account holder | $14,761 | $8,462+74.4% | $7,088+108.3% | $11,596+27.3% |