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 | $36,007 | $84,695-57.5% | $73,843-51.2% | $125,391-71.3% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 0.50% | 3123.53%-3123.0pp | 2267.84%-2267.3pp | 282.22%-281.7pp |
| Employer contribution / active EE | $5,454 | $3,123+74.6% | $2,787+95.7% | $4,866+12.1% |
| Participant deferral / active EE | $2,727 | $3,992-31.7% | $3,583-23.9% | $5,352-49.0% |
| Admin fee / account holder | $2,156 | $5,691-62.1% | $4,880-55.8% | $9,540-77.4% |