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 | $112,770 | $131,829-14.5% | $108,579+3.9% | $273,961-58.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 6.40% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,255 | $4,912-74.5% | $3,758-66.6% | $4,869-74.2% |
| Participant deferral / active EE | $1,641 | $5,127-68.0% | $4,311-61.9% | $5,287-69.0% |
| Admin fee / account holder | $1,155 | $10,252-88.7% | $7,645-84.9% | $10,132-88.6% |