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 | $82,617 | $142,344-42.0% | $119,609-30.9% | $134,475-38.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 4.97% | -12.44%+17.4pp | -14.97%+19.9pp | 417.96%-413.0pp |
| Employer contribution / active EE | $4,181 | $5,222-19.9% | $4,232-1.2% | $4,740-11.8% |
| Participant deferral / active EE | $9,248 | $6,469+42.9% | $5,602+65.1% | $6,400+44.5% |
| Admin fee / account holder | $1,028 | $13,584-92.4% | $10,323-90.0% | $11,426-91.0% |