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 | $45,827 | $67,411-32.0% | $91,001-49.6% | $70,131-34.7% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 19.30% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $5,390 | $1,786+201.8% | $2,456+119.5% | $2,342+130.1% |
| Participant deferral / active EE | $2,427 | $2,823-14.0% | $3,547-31.6% | $3,332-27.1% |
| Admin fee / account holder | $969 | $4,236-77.1% | $5,417-82.1% | $4,645-79.1% |