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 | $66,666 | $111,754-40.3% | $103,333-35.5% | $145,922-54.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.89% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,340 | $4,212-20.7% | $3,868-13.7% | $4,660-28.3% |
| Participant deferral / active EE | $8,798 | $5,619+56.6% | $5,057+74.0% | $6,688+31.5% |
| Admin fee / account holder | $43,508 | $9,750+346.2% | $8,355+420.8% | $13,397+224.8% |