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 | $73,668 | $112,881-34.7% | $90,951-19.0% | $158,922-53.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.32% | 215.79%-206.5pp | 134.60%-125.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,351 | $2,893-53.3% | $2,122-36.3% | $4,761-71.6% |
| Participant deferral / active EE | $6,118 | $4,128+48.2% | $3,373+81.4% | $5,982+2.3% |
| Admin fee / account holder | $16,693 | $8,041+107.6% | $5,959+180.1% | $11,246+48.4% |