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 | $45,673 | $131,829-65.4% | $108,579-57.9% | $273,961-83.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.87% | -91.57%+100.4pp | -51.70%+60.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,887 | $4,912-0.5% | $3,758+30.0% | $4,869+0.4% |
| Participant deferral / active EE | $9,205 | $5,127+79.5% | $4,311+113.5% | $5,287+74.1% |
| Admin fee / account holder | $886 | $10,252-91.4% | $7,645-88.4% | $10,132-91.3% |