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 | $101,261 | $53,822+88.1% | $75,696+33.8% | $85,850+18.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.05% | 24.54%-11.5pp | 104.53%-91.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,798 | $2,017-10.8% | $2,743-34.4% | $2,565-29.9% |
| Participant deferral / active EE | $2,405 | $2,895-16.9% | $3,821-37.1% | $3,952-39.1% |
| Admin fee / account holder | $9,128 | $3,343+173.1% | $3,619+152.2% | $6,260+45.8% |