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 | $90,668 | $106,515-14.9% | $96,683-6.2% | $139,434-35.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.59% | 38.43%-26.8pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,974 | $4,103-51.9% | $3,737-47.2% | $4,751-58.4% |
| Participant deferral / active EE | $4,579 | $5,454-16.0% | $4,878-6.1% | $6,710-31.8% |
| Admin fee / account holder | $57,886 | $7,877+634.9% | $6,730+760.2% | $11,403+407.7% |