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 | $180,833 | $131,829+37.2% | $108,579+66.5% | $273,961-34.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 8.91% | -91.57%+100.5pp | -51.70%+60.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,055 | $4,912-58.2% | $3,758-45.3% | $4,869-57.8% |
| Participant deferral / active EE | $2,530 | $5,127-50.6% | $4,311-41.3% | $5,287-52.1% |
| Admin fee / account holder | $2,668 | $10,252-74.0% | $7,645-65.1% | $10,132-73.7% |