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 | $41,003 | $91,552-55.2% | $133,956-69.4% | $79,858-48.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.43% | 61.85%-50.4pp | 45.09%-33.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,482 | $2,384+4.1% | $3,919-36.7% | $2,471+0.5% |
| Participant deferral / active EE | $2,477 | $3,733-33.6% | $5,048-50.9% | $3,740-33.8% |
| Admin fee / account holder | $16,124 | $6,321+155.1% | $8,927+80.6% | $5,306+203.9% |