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 | $76,277 | $102,616-25.7% | $81,983-7.0% | $158,922-52.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.26% | 61.04%-49.8pp | 41.31%-30.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,497 | $3,240-22.9% | $2,498-0.1% | $4,761-47.6% |
| Participant deferral / active EE | $1,897 | $4,648-59.2% | $3,722-49.0% | $5,982-68.3% |
| Admin fee / account holder | $24,972 | $8,235+203.3% | $5,664+340.9% | $11,246+122.1% |