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 | $92,725 | $142,344-34.9% | $119,609-22.5% | $134,475-31.0% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | 4.95% | -12.44%+17.4pp | -14.97%+19.9pp | 417.96%-413.0pp |
| Employer contribution / active EE | $2,913 | $5,222-44.2% | $4,232-31.2% | $4,740-38.5% |
| Participant deferral / active EE | $4,176 | $6,469-35.4% | $5,602-25.5% | $6,400-34.7% |
| Admin fee / account holder | $4,381 | $13,584-67.7% | $10,323-57.6% | $11,426-61.7% |