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 | $56,046 | $131,829-57.5% | $108,579-48.4% | $273,961-79.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.96% | -91.57%+105.5pp | -51.70%+65.7pp | 41.45%-27.5pp |
| Employer contribution / active EE | $11,022 | $4,912+124.4% | $3,758+193.3% | $4,869+126.4% |
| Participant deferral / active EE | $1,967 | $5,127-61.6% | $4,311-54.4% | $5,287-62.8% |
| Admin fee / account holder | $1,442 | $10,252-85.9% | $7,645-81.1% | $10,132-85.8% |