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 | $36,513 | $131,829-72.3% | $108,579-66.4% | $273,961-86.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 15.65% | -91.57%+107.2pp | -51.70%+67.3pp | 41.45%-25.8pp |
| Employer contribution / active EE | $1,577 | $4,912-67.9% | $3,758-58.0% | $4,869-67.6% |
| Participant deferral / active EE | $6,324 | $5,127+23.3% | $4,311+46.7% | $5,287+19.6% |
| Admin fee / account holder | $6,520 | $10,252-36.4% | $7,645-14.7% | $10,132-35.6% |