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 | $145,049 | $131,829+10.0% | $108,579+33.6% | $273,961-47.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.18% | -91.57%+96.7pp | -51.70%+56.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,297 | $4,912-73.6% | $3,758-65.5% | $4,869-73.4% |
| Participant deferral / active EE | $2,208 | $5,127-56.9% | $4,311-48.8% | $5,287-58.2% |
| Admin fee / account holder | $1,643 | $10,252-84.0% | $7,645-78.5% | $10,132-83.8% |