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 | $65,958 | $117,841-44.0% | $102,423-35.6% | $145,922-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.04% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,505 | $3,615-30.7% | $3,023-17.2% | $4,660-46.2% |
| Participant deferral / active EE | $8,066 | $5,731+40.7% | $5,053+59.6% | $6,688+20.6% |
| Admin fee / account holder | $480 | $13,326-96.4% | $9,451-94.9% | $13,397-96.4% |