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 | $37,545 | $90,503-58.5% | $78,689-52.3% | $273,961-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.39% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,838 | $3,176-42.1% | $2,851-35.5% | $4,869-62.2% |
| Participant deferral / active EE | $7,732 | $3,901+98.2% | $3,517+119.9% | $5,287+46.2% |
| Admin fee / account holder | $69,743 | $5,263+1225.1% | $4,510+1446.3% | $10,132+588.3% |