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 | $68,287 | $106,584-35.9% | $101,326-32.6% | $142,382-52.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.18% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,337 | $3,956-15.7% | $3,665-9.0% | $4,299-22.4% |
| Participant deferral / active EE | $15,000 | $8,297+80.8% | $7,994+87.6% | $6,507+130.5% |
| Admin fee / account holder | $358,412 | $11,446+3031.3% | $11,185+3104.4% | $12,624+2739.2% |