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 | $50,765 | $99,877-49.2% | $84,966-40.3% | $145,922-65.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 83.76%-70.3pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,077 | $3,231-35.7% | $2,727-23.8% | $4,660-55.4% |
| Participant deferral / active EE | $3,031 | $5,291-42.7% | $4,519-32.9% | $6,688-54.7% |
| Admin fee / account holder | $28,397 | $7,248+291.8% | $6,149+361.8% | $13,397+112.0% |