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 | $107,599 | $131,829-18.4% | $108,579-0.9% | $273,961-60.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.97% | -91.57%+99.5pp | -51.70%+59.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,486 | $4,912-49.4% | $3,758-33.9% | $4,869-48.9% |
| Participant deferral / active EE | $7,116 | $5,127+38.8% | $4,311+65.1% | $5,287+34.6% |
| Admin fee / account holder | $25,865 | $10,252+152.3% | $7,645+238.3% | $10,132+155.3% |