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 | $74,043 | $131,829-43.8% | $108,579-31.8% | $273,961-73.0% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 3.55% | -91.57%+95.1pp | -51.70%+55.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,279 | $4,912-53.6% | $3,758-39.4% | $4,869-53.2% |
| Participant deferral / active EE | $3,894 | $5,127-24.1% | $4,311-9.7% | $5,287-26.4% |
| Admin fee / account holder | $8,400 | $10,252-18.1% | $7,645+9.9% | $10,132-17.1% |