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 | $28,619 | $131,829-78.3% | $108,579-73.6% | $273,961-89.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.40% | -91.57%+104.0pp | -51.70%+64.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $6,775 | $4,912+37.9% | $3,758+80.3% | $4,869+39.2% |
| Participant deferral / active EE | $6,775 | $5,127+32.1% | $4,311+57.2% | $5,287+28.1% |
| Admin fee / account holder | $4,345 | $10,252-57.6% | $7,645-43.2% | $10,132-57.1% |