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 | $52,826 | $131,829-59.9% | $108,579-51.3% | $273,961-80.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.50% | -91.57%+95.1pp | -51.70%+55.2pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,154 | $4,912-56.2% | $3,758-42.7% | $4,869-55.8% |
| Participant deferral / active EE | $6,917 | $5,127+34.9% | $4,311+60.5% | $5,287+30.8% |
| Admin fee / account holder | $1,670 | $10,252-83.7% | $7,645-78.2% | $10,132-83.5% |