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 | $62,212 | $78,694-20.9% | $67,652-8.0% | $125,391-50.4% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 83.2%+12.6pp |
| Annual return | -0.39% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,713 | $3,044-43.7% | $2,266-24.4% | $4,866-64.8% |
| Participant deferral / active EE | $2,782 | $4,292-35.2% | $3,560-21.8% | $5,352-48.0% |
| Admin fee / account holder | $1,126 | $7,403-84.8% | $4,821-76.6% | $9,540-88.2% |