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 | $41,265 | $131,829-68.7% | $108,579-62.0% | $273,961-84.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.06% | -91.57%+99.6pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,609 | $4,912-46.9% | $3,758-30.6% | $4,869-46.4% |
| Participant deferral / active EE | $5,007 | $5,127-2.3% | $4,311+16.2% | $5,287-5.3% |
| Admin fee / account holder | $1,631 | $10,252-84.1% | $7,645-78.7% | $10,132-83.9% |