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 | $61,778 | $91,538-32.5% | $129,995-52.5% | $75,163-17.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.89% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,710 | $2,845-39.9% | $4,320-60.4% | $2,670-35.9% |
| Participant deferral / active EE | $2,117 | $4,341-51.2% | $5,820-63.6% | $4,125-48.7% |
| Admin fee / account holder | $5,430 | $6,790-20.0% | $10,614-48.8% | $5,651-3.9% |