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 | $69,919 | $131,829-47.0% | $108,579-35.6% | $273,961-74.5% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 6.49% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,302 | $4,912-32.8% | $3,758-12.1% | $4,869-32.2% |
| Participant deferral / active EE | $6,789 | $5,127+32.4% | $4,311+57.5% | $5,287+28.4% |
| Admin fee / account holder | $48,391 | $10,252+372.0% | $7,645+533.0% | $10,132+377.6% |