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 | $62,332 | $96,635-35.5% | $86,612-28.0% | $139,434-55.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.99% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,035 | $3,263-7.0% | $3,022+0.4% | $4,751-36.1% |
| Participant deferral / active EE | $4,366 | $4,836-9.7% | $4,438-1.6% | $6,710-34.9% |
| Admin fee / account holder | $2,343 | $6,408-63.4% | $5,614-58.3% | $11,403-79.4% |