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 | $71,170 | $113,339-37.2% | $94,993-25.1% | $147,584-51.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.17% | 20.77%-3.6pp | 27.12%-10.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,384 | $3,160-24.6% | $2,603-8.4% | $4,876-51.1% |
| Participant deferral / active EE | $5,072 | $3,777+34.3% | $3,317+52.9% | $5,439-6.7% |
| Admin fee / account holder | $24,074 | $6,063+297.1% | $4,960+385.3% | $10,885+121.2% |