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 | $82,702 | $197,825-58.2% | $155,790-46.9% | $125,391-34.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.37% | 86.74%-86.4pp | 71.54%-71.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $6,935 | $4,847+43.1% | $3,836+80.8% | $4,866+42.5% |
| Participant deferral / active EE | $4,416 | $5,630-21.6% | $4,797-7.9% | $5,352-17.5% |
| Admin fee / account holder | $6,846 | $9,545-28.3% | $7,478-8.4% | $9,540-28.2% |