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 | $40,435 | $45,152-10.4% | $73,843-45.2% | $59,632-32.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.09% | 27.40%-27.3pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,030 | $1,902+6.8% | $2,787-27.2% | $2,203-7.8% |
| Participant deferral / active EE | $3,245 | $2,574+26.1% | $3,583-9.5% | $3,192+1.7% |
| Admin fee / account holder | $15,335 | $3,516+336.1% | $4,880+214.2% | $4,297+256.9% |