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 | $33,082 | $131,829-74.9% | $108,579-69.5% | $273,961-87.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.39% | -91.57%+101.0pp | -51.70%+61.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $7,817 | $4,912+59.1% | $3,758+108.0% | $4,869+60.6% |
| Participant deferral / active EE | $6,517 | $5,127+27.1% | $4,311+51.2% | $5,287+23.3% |
| Admin fee / account holder | $961 | $10,252-90.6% | $7,645-87.4% | $10,132-90.5% |