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 | $56,016 | $112,881-50.4% | $90,951-38.4% | $158,922-64.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.35% | 215.79%-209.4pp | 134.60%-128.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,991 | $2,893-31.2% | $2,122-6.2% | $4,761-58.2% |
| Participant deferral / active EE | $5,338 | $4,128+29.3% | $3,373+58.2% | $5,982-10.8% |
| Admin fee / account holder | $12,866 | $8,041+60.0% | $5,959+115.9% | $11,246+14.4% |