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 | $65,247 | $101,069-35.4% | $81,478-19.9% | $147,584-55.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.59% | 32.40%-18.8pp | 38.78%-25.2pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,452 | $3,205-54.7% | $2,568-43.4% | $4,876-70.2% |
| Participant deferral / active EE | $8,014 | $4,242+88.9% | $3,537+126.6% | $5,439+47.4% |
| Admin fee / account holder | $47,322 | $5,812+714.2% | $4,561+937.5% | $10,885+334.7% |