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 | $74,161 | $104,974-29.4% | $95,585-22.4% | $142,382-47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.07% | 210.33%-197.3pp | 38.56%-25.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,995 | $2,779-28.2% | $2,527-21.0% | $4,299-53.6% |
| Participant deferral / active EE | $1,536 | $4,352-64.7% | $4,023-61.8% | $6,507-76.4% |
| Admin fee / account holder | $2,986 | $6,386-53.2% | $6,127-51.3% | $12,624-76.3% |