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 | $53,510 | $72,071-25.8% | $68,368-21.7% | $137,256-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.21% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,832 | $2,788-34.3% | $2,649-30.9% | $4,156-55.9% |
| Participant deferral / active EE | $4,864 | $4,410+10.3% | $4,123+18.0% | $6,407-24.1% |
| Admin fee / account holder | $96,864 | $5,336+1715.4% | $5,150+1780.9% | $12,270+689.4% |