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 7-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 | $70,055 | $111,754-37.3% | $103,333-32.2% | $145,922-52.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,868 | $4,212-31.9% | $3,868-25.9% | $4,660-38.4% |
| Participant deferral / active EE | $4,408 | $5,619-21.5% | $5,057-12.8% | $6,688-34.1% |
| Admin fee / account holder | $20,778 | $9,750+113.1% | $8,355+148.7% | $13,397+55.1% |