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 | $57,702 | $81,208-28.9% | $98,907-41.7% | $79,858-27.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.08% | 60.99%-46.9pp | 196.43%-182.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,732 | $1,960+90.4% | $2,689+38.8% | $2,471+51.0% |
| Participant deferral / active EE | $4,024 | $3,265+23.2% | $4,244-5.2% | $3,740+7.6% |
| Admin fee / account holder | $19,930 | $6,013+231.5% | $6,642+200.1% | $5,306+275.6% |