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 | $69,953 | $131,829-46.9% | $108,579-35.6% | $273,961-74.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.02% | -91.57%+101.6pp | -51.70%+61.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,444 | $4,912-50.3% | $3,758-35.0% | $4,869-49.8% |
| Participant deferral / active EE | $2,956 | $5,127-42.3% | $4,311-31.4% | $5,287-44.1% |
| Admin fee / account holder | $495 | $10,252-95.2% | $7,645-93.5% | $10,132-95.1% |