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 | $25,881 | $107,791-76.0% | $90,645-71.4% | $135,375-80.9% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.0%+18.3pp | 82.6%+9.7pp |
| Annual return | 0.27% | -0.90%+1.2pp | 1.88%-1.6pp | 519.73%-519.5pp |
| Employer contribution / active EE | $5,437 | $3,018+80.2% | $2,532+114.8% | $4,779+13.8% |
| Participant deferral / active EE | $1,051 | $3,872-72.9% | $3,425-69.3% | $5,609-81.3% |
| Admin fee / account holder | $92,552 | $5,930+1460.8% | $4,994+1753.3% | $10,827+754.8% |