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 | $59,337 | $75,828-21.7% | $147,614-59.8% | $59,632-0.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.79% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $4,828 | $3,485+38.5% | $5,564-13.2% | $2,203+119.2% |
| Participant deferral / active EE | $4,325 | $3,130+38.2% | $4,895-11.6% | $3,192+35.5% |
| Admin fee / account holder | $7,972 | $5,985+33.2% | $11,611-31.3% | $4,297+85.5% |