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 | $179,041 | $131,829+35.8% | $108,579+64.9% | $273,961-34.6% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 7.21% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,714 | $4,912-44.7% | $3,758-27.8% | $4,869-44.3% |
| Participant deferral / active EE | $3,791 | $5,127-26.1% | $4,311-12.1% | $5,287-28.3% |
| Admin fee / account holder | $1,833 | $10,252-82.1% | $7,645-76.0% | $10,132-81.9% |