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 | $30,976 | $106,115-70.8% | $85,969-64.0% | $125,391-75.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.24% | 13.93%-13.7pp | 9.32%-9.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $5,000 | $4,537+10.2% | $3,474+43.9% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,000 | $8,144-75.4% | $6,053-67.0% | $9,540-79.0% |