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 | $30,870 | $131,829-76.6% | $108,579-71.6% | $273,961-88.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.91% | -91.57%+97.5pp | -51.70%+57.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,831 | $4,912-22.0% | $3,758+1.9% | $4,869-21.3% |
| Participant deferral / active EE | $7,345 | $5,127+43.3% | $4,311+70.4% | $5,287+38.9% |
| Admin fee / account holder | $628 | $10,252-93.9% | $7,645-91.8% | $10,132-93.8% |