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 | $68,120 | $107,334-36.5% | $92,893-26.7% | $152,861-55.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.56% | 145.58%-124.0pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,269 | $4,221-69.9% | $3,653-65.3% | $4,762-73.4% |
| Participant deferral / active EE | $4,511 | $4,845-6.9% | $4,236+6.5% | $5,850-22.9% |
| Admin fee / account holder | $25,333 | $7,079+257.8% | $5,794+337.2% | $11,596+118.5% |