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 | $62,120 | $96,635-35.7% | $86,612-28.3% | $139,434-55.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.61% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,126 | $3,263-34.8% | $3,022-29.6% | $4,751-55.2% |
| Participant deferral / active EE | $5,785 | $4,836+19.6% | $4,438+30.4% | $6,710-13.8% |
| Admin fee / account holder | $29,315 | $6,408+357.5% | $5,614+422.2% | $11,403+157.1% |