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 | $79,394 | $131,829-39.8% | $108,579-26.9% | $273,961-71.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 3.22% | -91.57%+94.8pp | -51.70%+54.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,753 | $4,912-64.3% | $3,758-53.4% | $4,869-64.0% |
| Participant deferral / active EE | $4,463 | $5,127-13.0% | $4,311+3.5% | $5,287-15.6% |
| Admin fee / account holder | $405 | $10,252-96.1% | $7,645-94.7% | $10,132-96.0% |