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 | $184,783 | $131,829+40.2% | $108,579+70.2% | $273,961-32.6% |
| Participation rate | 91.3% | 83.5%+7.9pp | 79.6%+11.7pp | 83.0%+8.3pp |
| Annual return | 7.85% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,202 | $4,912-34.8% | $3,758-14.8% | $4,869-34.2% |
| Participant deferral / active EE | $7,562 | $5,127+47.5% | $4,311+75.4% | $5,287+43.0% |
| Admin fee / account holder | $19,114 | $10,252+86.4% | $7,645+150.0% | $10,132+88.6% |