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 | $43,866 | $84,695-48.2% | $73,843-40.6% | $125,391-65.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.12% | 3123.53%-3123.4pp | 2267.84%-2267.7pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,888 | $3,123-7.5% | $2,787+3.6% | $4,866-40.6% |
| Participant deferral / active EE | $6,128 | $3,992+53.5% | $3,583+71.0% | $5,352+14.5% |
| Admin fee / account holder | $1,690 | $5,691-70.3% | $4,880-65.4% | $9,540-82.3% |