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 | $60,220 | $83,902-28.2% | $167,512-64.1% | $84,808-29.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.49% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,022 | $2,264-10.7% | $3,882-47.9% | $2,631-23.1% |
| Participant deferral / active EE | $3,197 | $4,442-28.0% | $6,405-50.1% | $4,212-24.1% |
| Admin fee / account holder | $425 | $7,915-94.6% | $9,769-95.6% | $7,344-94.2% |