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 | $66,415 | $131,829-49.6% | $108,579-38.8% | $273,961-75.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.50% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $12,836 | $4,912+161.3% | $3,758+241.5% | $4,869+163.6% |
| Participant deferral / active EE | $8,420 | $5,127+64.2% | $4,311+95.3% | $5,287+59.3% |
| Admin fee / account holder | $445 | $10,252-95.7% | $7,645-94.2% | $10,132-95.6% |