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 | $98,325 | $131,829-25.4% | $108,579-9.4% | $273,961-64.1% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.6%+15.4pp | 83.0%+12.0pp |
| Annual return | 8.15% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $5,900 | $4,912+20.1% | $3,758+57.0% | $4,869+21.2% |
| Participant deferral / active EE | $4,306 | $5,127-16.0% | $4,311-0.1% | $5,287-18.6% |
| Admin fee / account holder | $10,861 | $10,252+5.9% | $7,645+42.1% | $10,132+7.2% |