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 | $124,169 | $131,829-5.8% | $108,579+14.4% | $273,961-54.7% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 4.41% | -91.57%+96.0pp | -51.70%+56.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,158 | $4,912-56.1% | $3,758-42.6% | $4,869-55.7% |
| Participant deferral / active EE | $5,014 | $5,127-2.2% | $4,311+16.3% | $5,287-5.2% |
| Admin fee / account holder | $31,037 | $10,252+202.7% | $7,645+306.0% | $10,132+206.3% |