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 | $78,405 | $131,829-40.5% | $108,579-27.8% | $273,961-71.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.38% | -91.57%+101.9pp | -51.70%+62.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $5,953 | $4,912+21.2% | $3,758+58.4% | $4,869+22.3% |
| Participant deferral / active EE | $4,723 | $5,127-7.9% | $4,311+9.6% | $5,287-10.7% |
| Admin fee / account holder | $4,123 | $10,252-59.8% | $7,645-46.1% | $10,132-59.3% |