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 | $50,364 | $131,829-61.8% | $108,579-53.6% | $273,961-81.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.47% | -91.57%+102.0pp | -51.70%+62.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,503 | $4,912-69.4% | $3,758-60.0% | $4,869-69.1% |
| Participant deferral / active EE | $2,205 | $5,127-57.0% | $4,311-48.9% | $5,287-58.3% |
| Admin fee / account holder | $320 | $10,252-96.9% | $7,645-95.8% | $10,132-96.8% |