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 | $63,043 | $112,096-43.8% | $95,952-34.3% | $158,922-60.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.64% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,522 | $3,198+10.1% | $2,541+38.6% | $4,761-26.0% |
| Participant deferral / active EE | $6,201 | $4,784+29.6% | $4,167+48.8% | $5,982+3.7% |
| Admin fee / account holder | $4,904 | $10,130-51.6% | $6,795-27.8% | $11,246-56.4% |