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 | $43,342 | $75,828-42.8% | $147,614-70.6% | $59,632-27.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.37% | 0.37%-0.7pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,330 | $3,485-61.8% | $5,564-76.1% | $2,203-39.6% |
| Participant deferral / active EE | $2,518 | $3,130-19.6% | $4,895-48.6% | $3,192-21.1% |
| Admin fee / account holder | $1,144 | $5,985-80.9% | $11,611-90.1% | $4,297-73.4% |