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 | $86,886 | $94,752-8.3% | $112,887-23.0% | $139,434-37.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 40.88%-28.0pp | 34.10%-21.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $8,254 | $4,625+78.5% | $4,563+80.9% | $4,751+73.7% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $19,223 | $8,527+125.4% | $7,047+172.8% | $11,403+68.6% |