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 | $52,850 | $75,828-30.3% | $147,614-64.2% | $59,632-11.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.52% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,863 | $3,485+10.9% | $5,564-30.6% | $2,203+75.4% |
| Participant deferral / active EE | $4,638 | $3,130+48.2% | $4,895-5.3% | $3,192+45.3% |
| Admin fee / account holder | $5,802 | $5,985-3.1% | $11,611-50.0% | $4,297+35.0% |