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 | $74,058 | $152,587-51.5% | $125,175-40.8% | $152,861-51.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.30% | 54.84%-38.5pp | 43.79%-27.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,687 | $4,946-45.7% | $3,865-30.5% | $4,762-43.6% |
| Participant deferral / active EE | $3,452 | $5,868-41.2% | $4,937-30.1% | $5,850-41.0% |
| Admin fee / account holder | $54,460 | $13,434+305.4% | $9,702+461.3% | $11,596+369.6% |