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 | $68,328 | $103,376-33.9% | $87,100-21.6% | $152,861-55.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.68% | 28.10%-14.4pp | 28.19%-14.5pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,859 | $3,220-11.2% | $2,521+13.4% | $4,762-40.0% |
| Participant deferral / active EE | $3,666 | $4,778-23.3% | $4,049-9.4% | $5,850-37.3% |
| Admin fee / account holder | $94,648 | $12,205+675.5% | $7,497+1162.5% | $11,596+716.2% |