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 | $75,196 | $99,877-24.7% | $84,966-11.5% | $145,922-48.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.44% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,897 | $3,231-10.3% | $2,727+6.2% | $4,660-37.8% |
| Participant deferral / active EE | $3,612 | $5,291-31.7% | $4,519-20.1% | $6,688-46.0% |
| Admin fee / account holder | $70,840 | $7,248+877.4% | $6,149+1052.1% | $13,397+428.8% |