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 | $31,947 | $131,829-75.8% | $108,579-70.6% | $273,961-88.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.66% | -91.57%+97.2pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,880 | $4,912-61.7% | $3,758-50.0% | $4,869-61.4% |
| Participant deferral / active EE | $3,221 | $5,127-37.2% | $4,311-25.3% | $5,287-39.1% |
| Admin fee / account holder | $3,766 | $10,252-63.3% | $7,645-50.7% | $10,132-62.8% |