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 | $69,668 | $131,829-47.2% | $108,579-35.8% | $273,961-74.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 4.39% | -91.57%+96.0pp | -51.70%+56.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,407 | $4,912-71.4% | $3,758-62.6% | $4,869-71.1% |
| Participant deferral / active EE | $4,962 | $5,127-3.2% | $4,311+15.1% | $5,287-6.2% |
| Admin fee / account holder | $17,911 | $10,252+74.7% | $7,645+134.3% | $10,132+76.8% |