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 | $56,363 | $75,828-25.7% | $147,614-61.8% | $59,632-5.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.36% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $4,470 | $3,485+28.3% | $5,564-19.7% | $2,203+102.9% |
| Participant deferral / active EE | $3,162 | $3,130+1.0% | $4,895-35.4% | $3,192-0.9% |
| Admin fee / account holder | $2,637 | $5,985-55.9% | $11,611-77.3% | $4,297-38.6% |