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 | $110,467 | $131,829-16.2% | $108,579+1.7% | $273,961-59.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.20% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,922 | $4,912-60.9% | $3,758-48.8% | $4,869-60.5% |
| Participant deferral / active EE | $3,160 | $5,127-38.4% | $4,311-26.7% | $5,287-40.2% |
| Admin fee / account holder | $4,504 | $10,252-56.1% | $7,645-41.1% | $10,132-55.5% |