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 | $54,148 | $69,207-21.8% | $64,056-15.5% | $139,434-61.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.92% | 45.88%-31.0pp | 33.69%-18.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,947 | $3,182-7.4% | $2,747+7.3% | $4,751-38.0% |
| Participant deferral / active EE | $3,602 | $4,682-23.1% | $3,880-7.2% | $6,710-46.3% |
| Admin fee / account holder | $23,460 | $4,244+452.8% | $3,068+664.6% | $11,403+105.7% |