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 | $88,499 | $114,381-22.6% | $107,525-17.7% | $142,382-37.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.41% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,297 | $4,015-67.7% | $3,754-65.5% | $4,299-69.8% |
| Participant deferral / active EE | $3,689 | $5,564-33.7% | $5,116-27.9% | $6,507-43.3% |
| Admin fee / account holder | $20,353 | $9,860+106.4% | $8,919+128.2% | $12,624+61.2% |