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 | $82,257 | $133,922-38.6% | $116,228-29.2% | $142,382-42.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.64% | 147.76%-137.1pp | 90.06%-79.4pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,551 | $3,446-26.0% | $2,994-14.8% | $4,299-40.7% |
| Participant deferral / active EE | $3,314 | $5,672-41.6% | $4,953-33.1% | $6,507-49.1% |
| Admin fee / account holder | $71,888 | $14,945+381.0% | $11,989+499.6% | $12,624+469.5% |