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 | $45,255 | $131,829-65.7% | $108,579-58.3% | $273,961-83.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 7.18% | -91.57%+98.7pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,761 | $4,912-43.8% | $3,758-26.5% | $4,869-43.3% |
| Participant deferral / active EE | $4,677 | $5,127-8.8% | $4,311+8.5% | $5,287-11.5% |
| Admin fee / account holder | $6,193 | $10,252-39.6% | $7,645-19.0% | $10,132-38.9% |