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 | $79,083 | $131,829-40.0% | $108,579-27.2% | $273,961-71.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 5.54% | -91.57%+97.1pp | -51.70%+57.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,167 | $4,912-55.9% | $3,758-42.4% | $4,869-55.5% |
| Participant deferral / active EE | $10,710 | $5,127+108.9% | $4,311+148.4% | $5,287+102.6% |
| Admin fee / account holder | $25,319 | $10,252+147.0% | $7,645+231.2% | $10,132+149.9% |