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 | $104,835 | $118,849-11.8% | $96,562+8.6% | $167,490-37.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.31% | 50.49%-41.2pp | 37.78%-28.5pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,667 | $3,120-46.6% | $2,356-29.3% | $4,837-65.5% |
| Participant deferral / active EE | $1,477 | $4,616-68.0% | $3,849-61.6% | $6,341-76.7% |
| Admin fee / account holder | $31,388 | $8,065+289.2% | $6,181+407.8% | $12,309+155.0% |