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 | $54,285 | $74,888-27.5% | $71,209-23.8% | $142,382-61.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.24% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,967 | $2,854+3.9% | $2,721+9.0% | $4,299-31.0% |
| Participant deferral / active EE | $6,283 | $4,454+41.0% | $4,175+50.5% | $6,507-3.4% |
| Admin fee / account holder | $80,852 | $5,568+1352.0% | $5,349+1411.6% | $12,624+540.5% |