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 | $87,448 | $131,829-33.7% | $108,579-19.5% | $273,961-68.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 16.30% | -91.57%+107.9pp | -51.70%+68.0pp | 41.45%-25.1pp |
| Employer contribution / active EE | $2,228 | $4,912-54.7% | $3,758-40.7% | $4,869-54.2% |
| Participant deferral / active EE | $2,832 | $5,127-44.8% | $4,311-34.3% | $5,287-46.4% |
| Admin fee / account holder | $3,031 | $10,252-70.4% | $7,645-60.4% | $10,132-70.1% |