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 | $76,026 | $131,829-42.3% | $108,579-30.0% | $273,961-72.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 3.94% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,194 | $4,912-75.7% | $3,758-68.2% | $4,869-75.5% |
| Participant deferral / active EE | $1,740 | $5,127-66.1% | $4,311-59.6% | $5,287-67.1% |
| Admin fee / account holder | $8,302 | $10,252-19.0% | $7,645+8.6% | $10,132-18.1% |