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 | $33,143 | $131,829-74.9% | $108,579-69.5% | $273,961-87.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | -91.57%+98.4pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $7,383 | $4,912+50.3% | $3,758+96.4% | $4,869+51.6% |
| Participant deferral / active EE | $7,546 | $5,127+47.2% | $4,311+75.1% | $5,287+42.7% |
| Admin fee / account holder | $464 | $10,252-95.5% | $7,645-93.9% | $10,132-95.4% |