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 | $28,829 | $102,966-72.0% | $90,281-68.1% | $152,861-81.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.64% | 95.16%-78.5pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,494 | $3,139-20.5% | $2,854-12.6% | $4,762-47.6% |
| Participant deferral / active EE | $3,812 | $4,281-11.0% | $3,885-1.9% | $5,850-34.8% |
| Admin fee / account holder | $130,651 | $6,171+2017.3% | $5,351+2341.5% | $11,596+1026.6% |