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 | $49,329 | $131,829-62.6% | $108,579-54.6% | $273,961-82.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.80% | -91.57%+95.4pp | -51.70%+55.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $2,303 | $4,912-53.1% | $3,758-38.7% | $4,869-52.7% |
| Participant deferral / active EE | $3,688 | $5,127-28.1% | $4,311-14.5% | $5,287-30.3% |
| Admin fee / account holder | $4,073 | $10,252-60.3% | $7,645-46.7% | $10,132-59.8% |