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 | $67,875 | $131,829-48.5% | $108,579-37.5% | $273,961-75.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.90% | -91.57%+97.5pp | -51.70%+57.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $10,573 | $4,912+115.2% | $3,758+181.3% | $4,869+117.2% |
| Participant deferral / active EE | $5,802 | $5,127+13.2% | $4,311+34.6% | $5,287+9.7% |
| Admin fee / account holder | $789 | $10,252-92.3% | $7,645-89.7% | $10,132-92.2% |