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 | $89,453 | $107,334-16.7% | $92,893-3.7% | $152,861-41.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.93% | 145.58%-131.7pp | 109.41%-95.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,977 | $4,221-53.2% | $3,653-45.9% | $4,762-58.5% |
| Participant deferral / active EE | $3,039 | $4,845-37.3% | $4,236-28.3% | $5,850-48.1% |
| Admin fee / account holder | $37,440 | $7,079+428.9% | $5,794+546.2% | $11,596+222.9% |