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 | $42,754 | $91,538-53.3% | $129,995-67.1% | $75,163-43.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.09% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,862 | $2,845+106.0% | $4,320+35.7% | $2,670+119.6% |
| Participant deferral / active EE | $2,805 | $4,341-35.4% | $5,820-51.8% | $4,125-32.0% |
| Admin fee / account holder | $6,746 | $6,790-0.6% | $10,614-36.4% | $5,651+19.4% |