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 | $83,392 | $176,377-52.7% | $134,143-37.8% | $158,922-47.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.66% | 63.63%-51.0pp | 36.33%-23.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,916 | $5,040-62.0% | $3,704-48.3% | $4,761-59.7% |
| Participant deferral / active EE | $5,270 | $4,091+28.8% | $3,499+50.6% | $5,982-11.9% |
| Admin fee / account holder | $74,065 | $8,718+749.6% | $6,684+1008.0% | $11,246+558.6% |