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 | $97,923 | $81,900+19.6% | $119,609-18.1% | $68,494+43.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 4.67% | -23.82%+28.5pp | -14.97%+19.6pp | -7.84%+12.5pp |
| Employer contribution / active EE | $1,086 | $2,693-59.7% | $4,232-74.3% | $2,596-58.2% |
| Participant deferral / active EE | $6,672 | $4,148+60.9% | $5,602+19.1% | $4,027+65.7% |
| Admin fee / account holder | $4,535 | $6,582-31.1% | $10,323-56.1% | $5,403-16.1% |