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 | $102,314 | $131,829-22.4% | $108,579-5.8% | $273,961-62.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.01% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,032 | $4,912-38.3% | $3,758-19.3% | $4,869-37.7% |
| Participant deferral / active EE | $6,306 | $5,127+23.0% | $4,311+46.3% | $5,287+19.3% |
| Admin fee / account holder | $7,247 | $10,252-29.3% | $7,645-5.2% | $10,132-28.5% |