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 | $65,799 | $118,849-44.6% | $96,562-31.9% | $167,490-60.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.33% | 50.49%-39.2pp | 37.78%-26.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,818 | $3,120-9.7% | $2,356+19.6% | $4,837-41.7% |
| Participant deferral / active EE | $4,833 | $4,616+4.7% | $3,849+25.6% | $6,341-23.8% |
| Admin fee / account holder | $15,234 | $8,065+88.9% | $6,181+146.5% | $12,309+23.8% |