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 | $50,907 | $99,652-48.9% | $78,778-35.4% | $147,584-65.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.21% | 47.28%-38.1pp | 35.62%-26.4pp | 578.55%-569.3pp |
| Employer contribution / active EE | $2,340 | $2,796-16.3% | $1,986+17.8% | $4,876-52.0% |
| Participant deferral / active EE | $2,477 | $3,664-32.4% | $2,958-16.3% | $5,439-54.5% |
| Admin fee / account holder | $29,842 | $7,155+317.1% | $5,134+481.3% | $10,885+174.2% |