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 | $30,778 | $131,829-76.7% | $108,579-71.7% | $273,961-88.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.48% | -91.57%+98.0pp | -51.70%+58.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,734 | $4,912-44.3% | $3,758-27.2% | $4,869-43.8% |
| Participant deferral / active EE | $2,533 | $5,127-50.6% | $4,311-41.2% | $5,287-52.1% |
| Admin fee / account holder | $719 | $10,252-93.0% | $7,645-90.6% | $10,132-92.9% |