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 | $32,641 | $131,829-75.2% | $108,579-69.9% | $273,961-88.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 9.47% | -91.57%+101.0pp | -51.70%+61.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,323 | $4,912-52.7% | $3,758-38.2% | $4,869-52.3% |
| Participant deferral / active EE | $4,965 | $5,127-3.2% | $4,311+15.2% | $5,287-6.1% |
| Admin fee / account holder | $311 | $10,252-97.0% | $7,645-95.9% | $10,132-96.9% |