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 | $76,981 | $91,538-15.9% | $129,995-40.8% | $75,163+2.4% |
| Participation rate | 86.6% | 71.4%+15.1pp | 78.5%+8.1pp | 67.2%+19.4pp |
| Annual return | 17.16% | -631.11%+648.3pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,489 | $2,845-12.5% | $4,320-42.4% | $2,670-6.8% |
| Participant deferral / active EE | $4,100 | $4,341-5.6% | $5,820-29.6% | $4,125-0.6% |
| Admin fee / account holder | $2,648 | $6,790-61.0% | $10,614-75.1% | $5,651-53.1% |