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 | $58,612 | $131,829-55.5% | $108,579-46.0% | $273,961-78.6% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 7.67% | -91.57%+99.2pp | -51.70%+59.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,441 | $4,912-70.7% | $3,758-61.6% | $4,869-70.4% |
| Participant deferral / active EE | $2,874 | $5,127-43.9% | $4,311-33.3% | $5,287-45.6% |
| Admin fee / account holder | $3,317 | $10,252-67.6% | $7,645-56.6% | $10,132-67.3% |