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 | $51,186 | $131,829-61.2% | $108,579-52.9% | $273,961-81.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.25% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,585 | $4,912-47.4% | $3,758-31.2% | $4,869-46.9% |
| Participant deferral / active EE | $7,339 | $5,127+43.1% | $4,311+70.3% | $5,287+38.8% |
| Admin fee / account holder | $15,078 | $10,252+47.1% | $7,645+97.2% | $10,132+48.8% |