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 | $91,166 | $111,814-18.5% | $103,374-11.8% | $145,959-37.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 24.77%-14.9pp | 24.89%-15.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $2,942 | $4,214-30.2% | $3,869-24.0% | $4,661-36.9% |
| Participant deferral / active EE | $7,628 | $5,618+35.8% | $5,058+50.8% | $6,689+14.0% |
| Admin fee / account holder | $36,975 | $9,754+279.1% | $8,394+340.5% | $13,398+176.0% |