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 | $122,762 | $131,829-6.9% | $108,579+13.1% | $273,961-55.2% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 4.04% | -91.57%+95.6pp | -51.70%+55.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,820 | $4,912-63.0% | $3,758-51.6% | $4,869-62.6% |
| Participant deferral / active EE | $5,880 | $5,127+14.7% | $4,311+36.4% | $5,287+11.2% |
| Admin fee / account holder | $1,086 | $10,252-89.4% | $7,645-85.8% | $10,132-89.3% |