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 | $71,926 | $152,587-52.9% | $125,175-42.5% | $152,861-52.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.84% | 54.84%-30.0pp | 43.79%-18.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,664 | $4,946-46.1% | $3,865-31.1% | $4,762-44.1% |
| Participant deferral / active EE | $4,308 | $5,868-26.6% | $4,937-12.7% | $5,850-26.4% |
| Admin fee / account holder | $1,698 | $13,434-87.4% | $9,702-82.5% | $11,596-85.4% |