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 | $67,971 | $78,672-13.6% | $109,143-37.7% | $85,850-20.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.41% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $12,624 | $2,735+361.6% | $3,722+239.2% | $2,565+392.1% |
| Participant deferral / active EE | $2,762 | $3,467-20.4% | $4,653-40.6% | $3,952-30.1% |
| Admin fee / account holder | $1,964 | $5,469-64.1% | $6,752-70.9% | $6,260-68.6% |