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 | $35,520 | $131,829-73.1% | $108,579-67.3% | $273,961-87.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.62% | -91.57%+101.2pp | -51.70%+61.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,858 | $4,912-62.2% | $3,758-50.6% | $4,869-61.8% |
| Participant deferral / active EE | $4,710 | $5,127-8.1% | $4,311+9.3% | $5,287-10.9% |
| Admin fee / account holder | $1,483 | $10,252-85.5% | $7,645-80.6% | $10,132-85.4% |