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 | $30,827 | $131,829-76.6% | $108,579-71.6% | $273,961-88.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.78% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $5,946 | $4,912+21.0% | $3,758+58.2% | $4,869+22.1% |
| Participant deferral / active EE | $6,493 | $5,127+26.6% | $4,311+50.6% | $5,287+22.8% |
| Admin fee / account holder | $2,817 | $10,252-72.5% | $7,645-63.2% | $10,132-72.2% |