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 | $81,187 | $131,829-38.4% | $108,579-25.2% | $273,961-70.4% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 7.83% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,331 | $4,912-72.9% | $3,758-64.6% | $4,869-72.7% |
| Participant deferral / active EE | $10,501 | $5,127+104.8% | $4,311+143.6% | $5,287+98.6% |
| Admin fee / account holder | $1,572 | $10,252-84.7% | $7,645-79.4% | $10,132-84.5% |