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 | $69,583 | $105,859-34.3% | $90,160-22.8% | $147,584-52.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.94% | 37.63%-17.7pp | 34.88%-14.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,000 | $4,126-27.3% | $3,318-9.6% | $4,876-38.5% |
| Participant deferral / active EE | $12,346 | $5,733+115.3% | $5,288+133.5% | $5,439+127.0% |
| Admin fee / account holder | $3,079 | $8,046-61.7% | $5,943-48.2% | $10,885-71.7% |