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 | $106,426 | $131,829-19.3% | $108,579-2.0% | $273,961-61.2% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 4.46% | -91.57%+96.0pp | -51.70%+56.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,666 | $4,912-5.0% | $3,758+24.2% | $4,869-4.2% |
| Participant deferral / active EE | $5,477 | $5,127+6.8% | $4,311+27.1% | $5,287+3.6% |
| Admin fee / account holder | $12,840 | $10,252+25.2% | $7,645+68.0% | $10,132+26.7% |