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 | $74,067 | $131,829-43.8% | $108,579-31.8% | $273,961-73.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.94% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,736 | $4,912-44.3% | $3,758-27.2% | $4,869-43.8% |
| Participant deferral / active EE | $9,668 | $5,127+88.6% | $4,311+124.3% | $5,287+82.9% |
| Admin fee / account holder | $1,503 | $10,252-85.3% | $7,645-80.3% | $10,132-85.2% |