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 | $52,588 | $131,829-60.1% | $108,579-51.6% | $273,961-80.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 5.38% | -91.57%+96.9pp | -51.70%+57.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,643 | $4,912-46.2% | $3,758-29.7% | $4,869-45.7% |
| Participant deferral / active EE | $1,610 | $5,127-68.6% | $4,311-62.7% | $5,287-69.5% |
| Admin fee / account holder | $4,249 | $10,252-58.6% | $7,645-44.4% | $10,132-58.1% |