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 | $83,495 | $152,587-45.3% | $125,175-33.3% | $152,861-45.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.36% | 54.84%-36.5pp | 43.79%-25.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,736 | $4,946-44.7% | $3,865-29.2% | $4,762-42.6% |
| Participant deferral / active EE | $4,966 | $5,868-15.4% | $4,937+0.6% | $5,850-15.1% |
| Admin fee / account holder | $19,012 | $13,434+41.5% | $9,702+96.0% | $11,596+63.9% |