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 | $75,974 | $131,829-42.4% | $108,579-30.0% | $273,961-72.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.68% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,934 | $4,912-60.6% | $3,758-48.5% | $4,869-60.3% |
| Participant deferral / active EE | $3,685 | $5,127-28.1% | $4,311-14.5% | $5,287-30.3% |
| Admin fee / account holder | $888 | $10,252-91.3% | $7,645-88.4% | $10,132-91.2% |