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 | $75,333 | $102,616-26.6% | $81,983-8.1% | $158,922-52.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.64% | 61.04%-43.4pp | 41.31%-23.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,766 | $3,240-45.5% | $2,498-29.3% | $4,761-62.9% |
| Participant deferral / active EE | $3,982 | $4,648-14.3% | $3,722+7.0% | $5,982-33.4% |
| Admin fee / account holder | $1,265 | $8,235-84.6% | $5,664-77.7% | $11,246-88.8% |