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 | $99,623 | $131,829-24.4% | $108,579-8.2% | $273,961-63.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 6.88% | -91.57%+98.4pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,295 | $4,912-73.6% | $3,758-65.5% | $4,869-73.4% |
| Participant deferral / active EE | $4,351 | $5,127-15.1% | $4,311+0.9% | $5,287-17.7% |
| Admin fee / account holder | $8,714 | $10,252-15.0% | $7,645+14.0% | $10,132-14.0% |