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 | $55,818 | $131,829-57.7% | $108,579-48.6% | $273,961-79.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 13.66% | -91.57%+105.2pp | -51.70%+65.4pp | 41.45%-27.8pp |
| Employer contribution / active EE | $3,508 | $4,912-28.6% | $3,758-6.7% | $4,869-28.0% |
| Participant deferral / active EE | $3,448 | $5,127-32.8% | $4,311-20.0% | $5,287-34.8% |
| Admin fee / account holder | $2,132 | $10,252-79.2% | $7,645-72.1% | $10,132-79.0% |