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 | $161,303 | $131,829+22.4% | $108,579+48.6% | $273,961-41.1% |
| Participation rate | 86.4% | 83.5%+2.9pp | 79.6%+6.8pp | 83.0%+3.3pp |
| Annual return | 7.66% | -91.57%+99.2pp | -51.70%+59.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $9,091 | $4,912+85.1% | $3,758+141.9% | $4,869+86.7% |
| Participant deferral / active EE | $4,155 | $5,127-19.0% | $4,311-3.6% | $5,287-21.4% |
| Admin fee / account holder | $48,746 | $10,252+375.5% | $7,645+537.6% | $10,132+381.1% |