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 | $45,830 | $84,696-45.9% | $75,696-39.5% | $167,490-72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.27% | 199.36%-185.1pp | 104.53%-90.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,996 | $3,230+23.7% | $2,743+45.7% | $4,837-17.4% |
| Participant deferral / active EE | $5,185 | $4,580+13.2% | $3,821+35.7% | $6,341-18.2% |
| Admin fee / account holder | $68,958 | $5,355+1187.7% | $3,619+1805.4% | $12,309+460.2% |