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 | $38,735 | $131,829-70.6% | $108,579-64.3% | $273,961-85.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 6.11% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,409 | $4,912-51.0% | $3,758-35.9% | $4,869-50.5% |
| Participant deferral / active EE | $2,299 | $5,127-55.2% | $4,311-46.7% | $5,287-56.5% |
| Admin fee / account holder | $452 | $10,252-95.6% | $7,645-94.1% | $10,132-95.5% |