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 | $43,845 | $49,177-10.8% | $79,464-44.8% | $64,186-31.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.29% | -1.16%-1.1pp | 718.14%-720.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $5,195 | $2,076+150.2% | $2,800+85.5% | $2,381+118.2% |
| Participant deferral / active EE | $8,575 | $2,821+203.9% | $3,704+131.5% | $3,470+147.1% |
| Admin fee / account holder | $3,087 | $3,839-19.6% | $5,113-39.6% | $4,888-36.8% |