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 | $170,409 | $131,829+29.3% | $108,579+56.9% | $273,961-37.8% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 2.28% | -91.57%+93.8pp | -51.70%+54.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $3,661 | $4,912-25.5% | $3,758-2.6% | $4,869-24.8% |
| Participant deferral / active EE | $5,389 | $5,127+5.1% | $4,311+25.0% | $5,287+1.9% |
| Admin fee / account holder | $3,517 | $10,252-65.7% | $7,645-54.0% | $10,132-65.3% |