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 | $52,086 | $131,829-60.5% | $108,579-52.0% | $273,961-81.0% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | 7.94% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,060 | $4,912-58.1% | $3,758-45.2% | $4,869-57.7% |
| Participant deferral / active EE | $2,580 | $5,127-49.7% | $4,311-40.1% | $5,287-51.2% |
| Admin fee / account holder | $785 | $10,252-92.3% | $7,645-89.7% | $10,132-92.3% |