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 | $26,669 | $96,484-72.4% | $75,886-64.9% | $152,861-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.54% | 33.98%-14.4pp | 30.76%-11.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,934 | $3,309+18.9% | $2,500+57.3% | $4,762-17.4% |
| Participant deferral / active EE | $3,744 | $4,553-17.8% | $3,603+3.9% | $5,850-36.0% |
| Admin fee / account holder | $1,727 | $8,078-78.6% | $5,418-68.1% | $11,596-85.1% |