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 | $54,436 | $131,829-58.7% | $108,579-49.9% | $273,961-80.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.41% | -91.57%+96.0pp | -51.70%+56.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $3,254 | $4,912-33.8% | $3,758-13.4% | $4,869-33.2% |
| Participant deferral / active EE | $5,331 | $5,127+4.0% | $4,311+23.7% | $5,287+0.8% |
| Admin fee / account holder | $514 | $10,252-95.0% | $7,645-93.3% | $10,132-94.9% |