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 | $201,938 | $131,829+53.2% | $108,579+86.0% | $273,961-26.3% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 6.73% | -91.57%+98.3pp | -51.70%+58.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,435 | $4,912-50.4% | $3,758-35.2% | $4,869-50.0% |
| Participant deferral / active EE | $6,071 | $5,127+18.4% | $4,311+40.8% | $5,287+14.8% |
| Admin fee / account holder | $2,511 | $10,252-75.5% | $7,645-67.2% | $10,132-75.2% |