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 | $66,598 | $118,849-44.0% | $96,562-31.0% | $167,490-60.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.87% | 50.49%-37.6pp | 37.78%-24.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,484 | $3,120-20.4% | $2,356+5.4% | $4,837-48.7% |
| Participant deferral / active EE | $5,735 | $4,616+24.2% | $3,849+49.0% | $6,341-9.6% |
| Admin fee / account holder | $2,241 | $8,065-72.2% | $6,181-63.7% | $12,309-81.8% |