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 | $83,836 | $106,890-21.6% | $84,015-0.2% | $152,861-45.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.55% | 104.99%-90.4pp | 71.31%-56.8pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,931 | $2,734-29.4% | $1,983-2.7% | $4,762-59.5% |
| Participant deferral / active EE | $3,287 | $4,011-18.1% | $3,239+1.5% | $5,850-43.8% |
| Admin fee / account holder | $1,971 | $8,285-76.2% | $6,101-67.7% | $11,596-83.0% |