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 | $87,024 | $131,829-34.0% | $108,579-19.9% | $273,961-68.2% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 2.61% | -91.57%+94.2pp | -51.70%+54.3pp | 41.45%-38.8pp |
| Employer contribution / active EE | $3,764 | $4,912-23.4% | $3,758+0.2% | $4,869-22.7% |
| Participant deferral / active EE | $7,061 | $5,127+37.7% | $4,311+63.8% | $5,287+33.6% |
| Admin fee / account holder | $28,627 | $10,252+179.2% | $7,645+274.5% | $10,132+182.5% |