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 | $239,691 | $131,829+81.8% | $108,579+120.8% | $273,961-12.5% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 5.78% | -91.57%+97.3pp | -51.70%+57.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,276 | $4,912-33.3% | $3,758-12.8% | $4,869-32.7% |
| Participant deferral / active EE | $3,558 | $5,127-30.6% | $4,311-17.5% | $5,287-32.7% |
| Admin fee / account holder | $9,333 | $10,252-9.0% | $7,645+22.1% | $10,132-7.9% |