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 | $74,864 | $131,829-43.2% | $108,579-31.1% | $273,961-72.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 9.01% | -91.57%+100.6pp | -51.70%+60.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,668 | $4,912-45.7% | $3,758-29.0% | $4,869-45.2% |
| Participant deferral / active EE | $8,667 | $5,127+69.0% | $4,311+101.0% | $5,287+63.9% |
| Admin fee / account holder | $942 | $10,252-90.8% | $7,645-87.7% | $10,132-90.7% |