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 | $58,889 | $75,828-22.3% | $147,614-60.1% | $59,632-1.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.56% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,076 | $3,485-11.7% | $5,564-44.7% | $2,203+39.6% |
| Participant deferral / active EE | $5,642 | $3,130+80.2% | $4,895+15.3% | $3,192+76.8% |
| Admin fee / account holder | $7,815 | $5,985+30.6% | $11,611-32.7% | $4,297+81.9% |