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 | $69,816 | $131,829-47.0% | $108,579-35.7% | $273,961-74.5% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 11.00% | -91.57%+102.6pp | -51.70%+62.7pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,557 | $4,912-47.9% | $3,758-32.0% | $4,869-47.5% |
| Participant deferral / active EE | $9,129 | $5,127+78.1% | $4,311+111.8% | $5,287+72.7% |
| Admin fee / account holder | $377 | $10,252-96.3% | $7,645-95.1% | $10,132-96.3% |