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 | $94,066 | $112,096-16.1% | $95,952-2.0% | $158,922-40.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.10% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,593 | $3,198+12.3% | $2,541+41.4% | $4,761-24.5% |
| Participant deferral / active EE | $7,970 | $4,784+66.6% | $4,167+91.3% | $5,982+33.2% |
| Admin fee / account holder | $1,068 | $10,130-89.5% | $6,795-84.3% | $11,246-90.5% |