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 | $79,098 | $110,809-28.6% | $86,874-9.0% | $167,490-52.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.84% | 116.98%-108.1pp | 63.52%-54.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,968 | $3,244-39.3% | $2,495-21.1% | $4,837-59.3% |
| Participant deferral / active EE | $1,014 | $4,546-77.7% | $3,699-72.6% | $6,341-84.0% |
| Admin fee / account holder | $22,086 | $8,415+162.5% | $5,828+279.0% | $12,309+79.4% |