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 | $84,829 | $131,829-35.7% | $108,579-21.9% | $273,961-69.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.68% | -91.57%+95.3pp | -51.70%+55.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,557 | $4,912-27.6% | $3,758-5.4% | $4,869-26.9% |
| Participant deferral / active EE | $8,784 | $5,127+71.3% | $4,311+103.8% | $5,287+66.1% |
| Admin fee / account holder | $11,438 | $10,252+11.6% | $7,645+49.6% | $10,132+12.9% |