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 6-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 | $61,087 | $165,984-63.2% | $164,813-62.9% | $145,922-58.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.72% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,485 | $5,273-71.8% | $4,341-65.8% | $4,660-68.1% |
| Participant deferral / active EE | $4,871 | $6,959-30.0% | $6,031-19.2% | $6,688-27.2% |
| Admin fee / account holder | $6,003 | $16,648-63.9% | $12,690-52.7% | $13,397-55.2% |