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 | $37,754 | $131,829-71.4% | $108,579-65.2% | $273,961-86.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.20% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,629 | $4,912-66.8% | $3,758-56.7% | $4,869-66.5% |
| Participant deferral / active EE | $2,824 | $5,127-44.9% | $4,311-34.5% | $5,287-46.6% |
| Admin fee / account holder | $396 | $10,252-96.1% | $7,645-94.8% | $10,132-96.1% |