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 | $95,137 | $127,065-25.1% | $113,168-15.9% | $142,382-33.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.58% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,871 | $3,442-16.6% | $2,975-3.5% | $4,299-33.2% |
| Participant deferral / active EE | $2,768 | $5,716-51.6% | $5,107-45.8% | $6,507-57.5% |
| Admin fee / account holder | $305,286 | $15,736+1840.1% | $12,068+2429.8% | $12,624+2318.4% |