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 | $70,564 | $131,829-46.5% | $108,579-35.0% | $273,961-74.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.14% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $2,703 | $4,912-45.0% | $3,758-28.1% | $4,869-44.5% |
| Participant deferral / active EE | $11,230 | $5,127+119.0% | $4,311+160.5% | $5,287+112.4% |
| Admin fee / account holder | $1,256 | $10,252-87.7% | $7,645-83.6% | $10,132-87.6% |