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 | $78,993 | $93,346-15.4% | $71,796+10.0% | $273,961-71.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.56% | 130.39%-121.8pp | 78.04%-69.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,182 | $2,733+16.4% | $1,924+65.3% | $4,869-34.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,500 | $6,571-77.2% | $4,815-68.8% | $10,132-85.2% |