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 | $84,893 | $127,777-33.6% | $106,548-20.3% | $167,490-49.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.90% | 33.87%-17.0pp | 26.80%-9.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,434 | $5,087-71.8% | $4,398-67.4% | $6,341-77.4% |
| Admin fee / account holder | $667 | $11,228-94.1% | $7,407-91.0% | $12,309-94.6% |