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 | $69,001 | $106,515-35.2% | $96,683-28.6% | $139,434-50.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.15% | 38.43%-27.3pp | 35.69%-24.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,690 | $4,103-34.4% | $3,737-28.0% | $4,751-43.4% |
| Participant deferral / active EE | $3,500 | $5,454-35.8% | $4,878-28.3% | $6,710-47.8% |
| Admin fee / account holder | $59,214 | $7,877+651.7% | $6,730+779.9% | $11,403+419.3% |