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 | $36,965 | $131,829-72.0% | $108,579-66.0% | $273,961-86.5% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 4.72% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,275 | $4,912-74.0% | $3,758-66.1% | $4,869-73.8% |
| Participant deferral / active EE | $2,367 | $5,127-53.8% | $4,311-45.1% | $5,287-55.2% |
| Admin fee / account holder | $1,366 | $10,252-86.7% | $7,645-82.1% | $10,132-86.5% |