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 | $58,164 | $232,540-75.0% | $185,117-68.6% | $147,584-60.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.15% | 43.03%-32.9pp | 40.50%-30.3pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,525 | $5,195-70.7% | $4,182-63.5% | $4,876-68.7% |
| Participant deferral / active EE | $2,493 | $5,834-57.3% | $5,045-50.6% | $5,439-54.2% |
| Admin fee / account holder | $64,010 | $10,275+523.0% | $8,159+684.5% | $10,885+488.0% |