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 | $86,238 | $131,829-34.6% | $108,579-20.6% | $273,961-68.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 8.92% | -91.57%+100.5pp | -51.70%+60.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,976 | $4,912-39.4% | $3,758-20.8% | $4,869-38.9% |
| Participant deferral / active EE | $6,354 | $5,127+23.9% | $4,311+47.4% | $5,287+20.2% |
| Admin fee / account holder | $1,120 | $10,252-89.1% | $7,645-85.3% | $10,132-88.9% |