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 | $45,834 | $131,829-65.2% | $108,579-57.8% | $273,961-83.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 19.19% | -91.57%+110.8pp | -51.70%+70.9pp | 41.45%-22.3pp |
| Employer contribution / active EE | $1,444 | $4,912-70.6% | $3,758-61.6% | $4,869-70.3% |
| Participant deferral / active EE | $4,939 | $5,127-3.7% | $4,311+14.6% | $5,287-6.6% |
| Admin fee / account holder | $3,732 | $10,252-63.6% | $7,645-51.2% | $10,132-63.2% |