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 | $34,171 | $91,538-62.7% | $129,995-73.7% | $75,163-54.5% |
| Participation rate | 77.1% | 71.4%+5.7pp | 78.5%-1.3pp | 67.2%+10.0pp |
| Annual return | 19.38% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,857 | $2,845+0.4% | $4,320-33.9% | $2,670+7.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,302 | $6,790-66.1% | $10,614-78.3% | $5,651-59.3% |