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 | $55,248 | $131,829-58.1% | $108,579-49.1% | $273,961-79.8% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 7.20% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,492 | $4,912-69.6% | $3,758-60.3% | $4,869-69.3% |
| Participant deferral / active EE | $6,614 | $5,127+29.0% | $4,311+53.4% | $5,287+25.1% |
| Admin fee / account holder | $27,225 | $10,252+165.6% | $7,645+256.1% | $10,132+168.7% |