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 | $62,981 | $102,382-38.5% | $147,005-57.2% | $80,874-22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.60% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $3,424 | $3,715-7.8% | $4,934-30.6% | $2,756+24.2% |
| Participant deferral / active EE | $5,059 | $6,646-23.9% | $8,070-37.3% | $4,297+17.7% |
| Admin fee / account holder | $11,002 | $7,942+38.5% | $13,006-15.4% | $6,935+58.6% |