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 | $58,728 | $111,724-47.4% | $93,606-37.3% | $145,922-59.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.66% | 202.98%-190.3pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,417 | $3,090-54.1% | $2,420-41.5% | $4,660-69.6% |
| Participant deferral / active EE | $5,056 | $4,912+2.9% | $4,411+14.6% | $6,688-24.4% |
| Admin fee / account holder | $2,719 | $10,250-73.5% | $8,285-67.2% | $13,397-79.7% |