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 | $123,293 | $131,829-6.5% | $108,579+13.6% | $273,961-55.0% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 10.34% | -91.57%+101.9pp | -51.70%+62.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,505 | $4,912-49.0% | $3,758-33.3% | $4,869-48.5% |
| Participant deferral / active EE | $3,086 | $5,127-39.8% | $4,311-28.4% | $5,287-41.6% |
| Admin fee / account holder | $3,440 | $10,252-66.4% | $7,645-55.0% | $10,132-66.1% |