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 | $144,708 | $131,829+9.8% | $108,579+33.3% | $273,961-47.2% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 7.10% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,137 | $4,912-36.1% | $3,758-16.5% | $4,869-35.6% |
| Participant deferral / active EE | $9,499 | $5,127+85.3% | $4,311+120.4% | $5,287+79.7% |
| Admin fee / account holder | $22,298 | $10,252+117.5% | $7,645+191.7% | $10,132+120.1% |