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 | $82,588 | $102,966-19.8% | $90,281-8.5% | $152,861-46.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.62% | 95.16%-67.5pp | 78.10%-50.5pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,139 | $3,139-31.9% | $2,854-25.1% | $4,762-55.1% |
| Participant deferral / active EE | $3,643 | $4,281-14.9% | $3,885-6.2% | $5,850-37.7% |
| Admin fee / account holder | $15,917 | $6,171+157.9% | $5,351+197.4% | $11,596+37.3% |