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 | $66,068 | $131,829-49.9% | $108,579-39.2% | $273,961-75.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.73% | -91.57%+105.3pp | -51.70%+65.4pp | 41.45%-27.7pp |
| Employer contribution / active EE | $2,373 | $4,912-51.7% | $3,758-36.9% | $4,869-51.3% |
| Participant deferral / active EE | $4,990 | $5,127-2.7% | $4,311+15.8% | $5,287-5.6% |
| Admin fee / account holder | $1,694 | $10,252-83.5% | $7,645-77.8% | $10,132-83.3% |