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 | $76,282 | $131,829-42.1% | $108,579-29.7% | $273,961-72.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.46% | -91.57%+98.0pp | -51.70%+58.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,851 | $4,912-42.0% | $3,758-24.1% | $4,869-41.4% |
| Participant deferral / active EE | $3,555 | $5,127-30.7% | $4,311-17.5% | $5,287-32.8% |
| Admin fee / account holder | $15,267 | $10,252+48.9% | $7,645+99.7% | $10,132+50.7% |