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 | $63,287 | $131,829-52.0% | $108,579-41.7% | $273,961-76.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.12% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,981 | $4,912+42.1% | $3,758+85.8% | $4,869+43.4% |
| Participant deferral / active EE | $4,475 | $5,127-12.7% | $4,311+3.8% | $5,287-15.4% |
| Admin fee / account holder | $5,560 | $10,252-45.8% | $7,645-27.3% | $10,132-45.1% |