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 | $53,242 | $131,829-59.6% | $108,579-51.0% | $273,961-80.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.39% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,826 | $4,912-42.5% | $3,758-24.8% | $4,869-41.9% |
| Participant deferral / active EE | $4,000 | $5,127-22.0% | $4,311-7.2% | $5,287-24.3% |
| Admin fee / account holder | $518 | $10,252-94.9% | $7,645-93.2% | $10,132-94.9% |