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 | $94,238 | $124,425-24.3% | $112,040-15.9% | $137,256-31.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.75% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,875 | $3,411-45.0% | $2,954-36.5% | $4,156-54.9% |
| Participant deferral / active EE | $4,057 | $5,718-29.1% | $5,098-20.4% | $6,407-36.7% |
| Admin fee / account holder | $44,803 | $15,207+194.6% | $12,098+270.3% | $12,270+265.1% |