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 | $29,077 | $84,695-65.7% | $73,843-60.6% | $125,391-76.8% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 0.81% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,342 | $3,123-25.0% | $2,787-16.0% | $4,866-51.9% |
| Participant deferral / active EE | $9,246 | $3,992+131.6% | $3,583+158.0% | $5,352+72.8% |
| Admin fee / account holder | $442 | $5,691-92.2% | $4,880-91.0% | $9,540-95.4% |