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 | $207,398 | $131,829+57.3% | $108,579+91.0% | $273,961-24.3% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 4.37% | -91.57%+95.9pp | -51.70%+56.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,873 | $4,912-41.5% | $3,758-23.6% | $4,869-41.0% |
| Participant deferral / active EE | $7,285 | $5,127+42.1% | $4,311+69.0% | $5,287+37.8% |
| Admin fee / account holder | $69,504 | $10,252+578.0% | $7,645+809.2% | $10,132+586.0% |