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 | $42,984 | $81,208-47.1% | $98,907-56.5% | $79,858-46.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.08% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,318 | $1,960-32.7% | $2,689-51.0% | $2,471-46.7% |
| Participant deferral / active EE | $1,431 | $3,265-56.2% | $4,244-66.3% | $3,740-61.7% |
| Admin fee / account holder | $5,873 | $6,013-2.3% | $6,642-11.6% | $5,306+10.7% |