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 | $220,124 | $131,829+67.0% | $108,579+102.7% | $273,961-19.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 5.24% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,250 | $4,912+27.2% | $3,758+66.3% | $4,869+28.4% |
| Participant deferral / active EE | $10,324 | $5,127+101.4% | $4,311+139.5% | $5,287+95.3% |
| Admin fee / account holder | $5,486 | $10,252-46.5% | $7,645-28.2% | $10,132-45.9% |