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 | $53,255 | $111,754-52.3% | $103,333-48.5% | $145,922-63.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,349 | $4,212-20.5% | $3,868-13.4% | $4,660-28.1% |
| Participant deferral / active EE | $12,708 | $5,619+126.2% | $5,057+151.3% | $6,688+90.0% |
| Admin fee / account holder | $277,933 | $9,750+2750.5% | $8,355+3226.7% | $13,397+1974.6% |