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 | $85,139 | $131,829-35.4% | $108,579-21.6% | $273,961-68.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.27% | -91.57%+103.8pp | -51.70%+64.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,735 | $4,912-64.7% | $3,758-53.8% | $4,869-64.4% |
| Participant deferral / active EE | $7,600 | $5,127+48.2% | $4,311+76.3% | $5,287+43.7% |
| Admin fee / account holder | $522 | $10,252-94.9% | $7,645-93.2% | $10,132-94.8% |