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 | $93,884 | $131,829-28.8% | $108,579-13.5% | $273,961-65.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.54% | -91.57%+103.1pp | -51.70%+63.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,326 | $4,912-52.6% | $3,758-38.1% | $4,869-52.2% |
| Participant deferral / active EE | $9,101 | $5,127+77.5% | $4,311+111.1% | $5,287+72.1% |
| Admin fee / account holder | $3,240 | $10,252-68.4% | $7,645-57.6% | $10,132-68.0% |