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 | $63,859 | $107,334-40.5% | $92,893-31.3% | $152,861-58.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.54% | 145.58%-128.0pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,610 | $4,221-61.9% | $3,653-55.9% | $4,762-66.2% |
| Participant deferral / active EE | $3,256 | $4,845-32.8% | $4,236-23.1% | $5,850-44.3% |
| Admin fee / account holder | $91,597 | $7,079+1193.9% | $5,794+1480.9% | $11,596+689.9% |