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 | $168,468 | $131,829+27.8% | $108,579+55.2% | $273,961-38.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.75% | -91.57%+100.3pp | -51.70%+60.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,201 | $4,912-34.8% | $3,758-14.8% | $4,869-34.3% |
| Participant deferral / active EE | $5,199 | $5,127+1.4% | $4,311+20.6% | $5,287-1.7% |
| Admin fee / account holder | $7,283 | $10,252-29.0% | $7,645-4.7% | $10,132-28.1% |