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 | $58,312 | $117,841-50.5% | $102,423-43.1% | $145,922-60.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.91% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,741 | $3,615-51.8% | $3,023-42.4% | $4,660-62.6% |
| Participant deferral / active EE | $5,841 | $5,731+1.9% | $5,053+15.6% | $6,688-12.7% |
| Admin fee / account holder | $647 | $13,326-95.1% | $9,451-93.2% | $13,397-95.2% |