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 | $66,319 | $91,538-27.6% | $129,995-49.0% | $75,163-11.8% |
| Participation rate | 71.9% | 71.4%+0.4pp | 78.5%-6.6pp | 67.2%+4.7pp |
| Annual return | 17.30% | -631.11%+648.4pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $885 | $2,845-68.9% | $4,320-79.5% | $2,670-66.8% |
| Participant deferral / active EE | $4,578 | $4,341+5.5% | $5,820-21.3% | $4,125+11.0% |
| Admin fee / account holder | $7,649 | $6,790+12.6% | $10,614-27.9% | $5,651+35.4% |