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 | $69,516 | $99,079-29.8% | $77,999-10.9% | $273,961-74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.50% | 217.93%-212.4pp | 425.96%-420.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,497 | $3,308-54.7% | $2,470-39.4% | $4,869-69.2% |
| Participant deferral / active EE | $2,062 | $4,306-52.1% | $3,497-41.0% | $5,287-61.0% |
| Admin fee / account holder | $3,735 | $8,954-58.3% | $5,480-31.8% | $10,132-63.1% |