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 | $76,426 | $131,829-42.0% | $108,579-29.6% | $273,961-72.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.44% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,901 | $4,912-40.9% | $3,758-22.8% | $4,869-40.4% |
| Participant deferral / active EE | $4,238 | $5,127-17.3% | $4,311-1.7% | $5,287-19.8% |
| Admin fee / account holder | $1,511 | $10,252-85.3% | $7,645-80.2% | $10,132-85.1% |