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 | $91,448 | $131,829-30.6% | $108,579-15.8% | $273,961-66.6% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.6%+15.4pp | 83.0%+12.0pp |
| Annual return | 6.95% | -91.57%+98.5pp | -51.70%+58.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,954 | $4,912-39.9% | $3,758-21.4% | $4,869-39.3% |
| Participant deferral / active EE | $7,279 | $5,127+42.0% | $4,311+68.8% | $5,287+37.7% |
| Admin fee / account holder | $426 | $10,252-95.8% | $7,645-94.4% | $10,132-95.8% |