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 | $62,515 | $98,240-36.4% | $82,313-24.1% | $147,584-57.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.47% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,027 | $3,192+26.2% | $2,428+65.8% | $4,876-17.4% |
| Participant deferral / active EE | $4,626 | $4,383+5.5% | $3,706+24.8% | $5,439-14.9% |
| Admin fee / account holder | $111,691 | $8,563+1204.3% | $5,608+1891.7% | $10,885+926.1% |