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 | $81,522 | $104,974-22.3% | $95,585-14.7% | $142,382-42.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.55% | 210.33%-192.8pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,975 | $2,779-28.9% | $2,527-21.8% | $4,299-54.1% |
| Participant deferral / active EE | $3,301 | $4,352-24.2% | $4,023-17.9% | $6,507-49.3% |
| Admin fee / account holder | $1,620 | $6,386-74.6% | $6,127-73.6% | $12,624-87.2% |