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 | $86,072 | $131,829-34.7% | $108,579-20.7% | $273,961-68.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.94% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,852 | $4,912-62.3% | $3,758-50.7% | $4,869-62.0% |
| Participant deferral / active EE | $4,727 | $5,127-7.8% | $4,311+9.7% | $5,287-10.6% |
| Admin fee / account holder | $1,250 | $10,252-87.8% | $7,645-83.6% | $10,132-87.7% |