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 | $65,318 | $131,829-50.5% | $108,579-39.8% | $273,961-76.2% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.6%+1.7pp | 83.0%-1.8pp |
| Annual return | 10.57% | -91.57%+102.1pp | -51.70%+62.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,846 | $4,912-62.4% | $3,758-50.9% | $4,869-62.1% |
| Participant deferral / active EE | $3,701 | $5,127-27.8% | $4,311-14.1% | $5,287-30.0% |
| Admin fee / account holder | $370 | $10,252-96.4% | $7,645-95.2% | $10,132-96.3% |