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 | $24,738 | $102,966-76.0% | $90,281-72.6% | $152,861-83.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.00% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,665 | $3,139-15.1% | $2,854-6.6% | $4,762-44.0% |
| Participant deferral / active EE | $3,275 | $4,281-23.5% | $3,885-15.7% | $5,850-44.0% |
| Admin fee / account holder | $6,895 | $6,171+11.7% | $5,351+28.8% | $11,596-40.5% |