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 | $69,197 | $94,752-27.0% | $112,887-38.7% | $139,434-50.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 40.88%-27.8pp | 34.10%-21.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,582 | $4,625-44.2% | $4,563-43.4% | $4,751-45.6% |
| Participant deferral / active EE | $6,041 | $6,512-7.2% | $6,513-7.2% | $6,710-10.0% |
| Admin fee / account holder | $26,737 | $8,527+213.5% | $7,047+279.4% | $11,403+134.5% |