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 | $73,165 | $107,334-31.8% | $92,893-21.2% | $152,861-52.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.29% | 145.58%-128.3pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,437 | $4,221-66.0% | $3,653-60.7% | $4,762-69.8% |
| Participant deferral / active EE | $2,463 | $4,845-49.2% | $4,236-41.9% | $5,850-57.9% |
| Admin fee / account holder | $72,635 | $7,079+926.0% | $5,794+1153.6% | $11,596+526.4% |