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 | $36,312 | $131,829-72.5% | $108,579-66.6% | $273,961-86.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.62% | -91.57%+96.2pp | -51.70%+56.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,548 | $4,912-27.8% | $3,758-5.6% | $4,869-27.1% |
| Participant deferral / active EE | $6,861 | $5,127+33.8% | $4,311+59.2% | $5,287+29.8% |
| Admin fee / account holder | $2,290 | $10,252-77.7% | $7,645-70.0% | $10,132-77.4% |