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 | $68,985 | $99,652-30.8% | $78,778-12.4% | $147,584-53.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.78% | 47.28%-23.5pp | 35.62%-11.8pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,464 | $2,796-11.9% | $1,986+24.1% | $4,876-49.5% |
| Participant deferral / active EE | $5,275 | $3,664+44.0% | $2,958+78.3% | $5,439-3.0% |
| Admin fee / account holder | $35,385 | $7,155+394.5% | $5,134+589.2% | $10,885+225.1% |