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 | $65,133 | $131,829-50.6% | $108,579-40.0% | $273,961-76.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.83% | -91.57%+105.4pp | -51.70%+65.5pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,615 | $4,912-67.1% | $3,758-57.0% | $4,869-66.8% |
| Participant deferral / active EE | $3,123 | $5,127-39.1% | $4,311-27.6% | $5,287-40.9% |
| Admin fee / account holder | $616 | $10,252-94.0% | $7,645-91.9% | $10,132-93.9% |