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 | $67,214 | $117,841-43.0% | $102,423-34.4% | $145,922-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,991 | $3,615-44.9% | $3,023-34.2% | $4,660-57.3% |
| Participant deferral / active EE | $2,607 | $5,731-54.5% | $5,053-48.4% | $6,688-61.0% |
| Admin fee / account holder | $17,399 | $13,326+30.6% | $9,451+84.1% | $13,397+29.9% |