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 | $120,723 | $131,829-8.4% | $108,579+11.2% | $273,961-55.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.32% | -91.57%+95.9pp | -51.70%+56.0pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,520 | $4,912-69.1% | $3,758-59.5% | $4,869-68.8% |
| Participant deferral / active EE | $5,084 | $5,127-0.8% | $4,311+17.9% | $5,287-3.8% |
| Admin fee / account holder | $2,671 | $10,252-74.0% | $7,645-65.1% | $10,132-73.6% |