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 | $54,440 | $176,377-69.1% | $134,143-59.4% | $158,922-65.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.41% | 63.63%-57.2pp | 36.33%-29.9pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,280 | $5,040-54.8% | $3,704-38.5% | $4,761-52.1% |
| Participant deferral / active EE | $3,201 | $4,091-21.8% | $3,499-8.5% | $5,982-46.5% |
| Admin fee / account holder | $137,247 | $8,718+1474.3% | $6,684+1953.3% | $11,246+1120.4% |