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 | $74,607 | $96,635-22.8% | $86,612-13.9% | $139,434-46.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.27% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,589 | $3,263+10.0% | $3,022+18.7% | $4,751-24.5% |
| Participant deferral / active EE | $5,548 | $4,836+14.7% | $4,438+25.0% | $6,710-17.3% |
| Admin fee / account holder | $2,616 | $6,408-59.2% | $5,614-53.4% | $11,403-77.1% |