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 | $46,440 | $96,484-51.9% | $75,886-38.8% | $152,861-69.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.88% | 33.98%-12.1pp | 30.76%-8.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,872 | $3,309-13.2% | $2,500+14.9% | $4,762-39.7% |
| Participant deferral / active EE | $3,862 | $4,553-15.2% | $3,603+7.2% | $5,850-34.0% |
| Admin fee / account holder | $70,873 | $8,078+777.4% | $5,418+1208.0% | $11,596+511.2% |