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 | $119,823 | $131,829-9.1% | $108,579+10.4% | $273,961-56.3% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.6%-3.1pp | 83.0%-6.5pp |
| Annual return | 7.75% | -91.57%+99.3pp | -51.70%+59.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,903 | $4,912-61.3% | $3,758-49.4% | $4,869-60.9% |
| Participant deferral / active EE | $6,816 | $5,127+32.9% | $4,311+58.1% | $5,287+28.9% |
| Admin fee / account holder | $3,860 | $10,252-62.3% | $7,645-49.5% | $10,132-61.9% |