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 | $159,173 | $131,829+20.7% | $108,579+46.6% | $273,961-41.9% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 4.34% | -91.57%+95.9pp | -51.70%+56.0pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,403 | $4,912-30.7% | $3,758-9.5% | $4,869-30.1% |
| Participant deferral / active EE | $5,328 | $5,127+3.9% | $4,311+23.6% | $5,287+0.8% |
| Admin fee / account holder | $713 | $10,252-93.0% | $7,645-90.7% | $10,132-93.0% |