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 | $101,837 | $131,829-22.8% | $108,579-6.2% | $273,961-62.8% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | 4.67% | -91.57%+96.2pp | -51.70%+56.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,044 | $4,912-58.4% | $3,758-45.6% | $4,869-58.0% |
| Participant deferral / active EE | $2,984 | $5,127-41.8% | $4,311-30.8% | $5,287-43.6% |
| Admin fee / account holder | $1,772 | $10,252-82.7% | $7,645-76.8% | $10,132-82.5% |