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 | $79,216 | $105,859-25.2% | $90,160-12.1% | $147,584-46.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.79% | 37.63%-25.8pp | 34.88%-23.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,771 | $4,126-8.6% | $3,318+13.6% | $4,876-22.7% |
| Participant deferral / active EE | $4,802 | $5,733-16.2% | $5,288-9.2% | $5,439-11.7% |
| Admin fee / account holder | $28,027 | $8,046+248.3% | $5,943+371.6% | $10,885+157.5% |