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 | $55,336 | $114,381-51.6% | $107,525-48.5% | $142,382-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.81% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,187 | $4,015-20.6% | $3,754-15.1% | $4,299-25.9% |
| Participant deferral / active EE | $2,482 | $5,564-55.4% | $5,116-51.5% | $6,507-61.9% |
| Admin fee / account holder | $55,110 | $9,860+458.9% | $8,919+517.9% | $12,624+336.6% |