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 | $68,199 | $117,841-42.1% | $102,423-33.4% | $145,922-53.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.59% | 31.65%-14.1pp | 29.32%-11.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $4,190 | $3,615+15.9% | $3,023+38.6% | $4,660-10.1% |
| Participant deferral / active EE | $4,642 | $5,731-19.0% | $5,053-8.1% | $6,688-30.6% |
| Admin fee / account holder | $29,278 | $13,326+119.7% | $9,451+209.8% | $13,397+118.5% |