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 | $41,560 | $131,829-68.5% | $108,579-61.7% | $273,961-84.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.72% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,747 | $4,912-64.4% | $3,758-53.5% | $4,869-64.1% |
| Participant deferral / active EE | $4,996 | $5,127-2.6% | $4,311+15.9% | $5,287-5.5% |
| Admin fee / account holder | $3,592 | $10,252-65.0% | $7,645-53.0% | $10,132-64.5% |