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 | $63,722 | $99,079-35.7% | $77,999-18.3% | $273,961-76.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.78% | 217.93%-214.1pp | 425.96%-422.2pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,638 | $3,308-50.5% | $2,470-33.7% | $4,869-66.4% |
| Participant deferral / active EE | $2,251 | $4,306-47.7% | $3,497-35.6% | $5,287-57.4% |
| Admin fee / account holder | $5,129 | $8,954-42.7% | $5,480-6.4% | $10,132-49.4% |