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 | $45,370 | $131,829-65.6% | $108,579-58.2% | $273,961-83.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.53% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,390 | $4,912-10.6% | $3,758+16.8% | $4,869-9.8% |
| Participant deferral / active EE | $6,476 | $5,127+26.3% | $4,311+50.2% | $5,287+22.5% |
| Admin fee / account holder | $2,356 | $10,252-77.0% | $7,645-69.2% | $10,132-76.7% |