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 | $62,976 | $131,829-52.2% | $108,579-42.0% | $273,961-77.0% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.6%+1.7pp | 83.0%-1.8pp |
| Annual return | 6.11% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,500 | $4,912-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $5,310 | $5,127+3.6% | $4,311+23.2% | $5,287+0.4% |
| Admin fee / account holder | $876 | $10,252-91.5% | $7,645-88.5% | $10,132-91.4% |