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 | $119,207 | $131,829-9.6% | $108,579+9.8% | $273,961-56.5% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.6%-5.9pp | 83.0%-9.3pp |
| Annual return | 8.18% | -91.57%+99.7pp | -51.70%+59.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $937 | $4,912-80.9% | $3,758-75.1% | $4,869-80.7% |
| Participant deferral / active EE | $6,194 | $5,127+20.8% | $4,311+43.7% | $5,287+17.2% |
| Admin fee / account holder | $40,143 | $10,252+291.6% | $7,645+425.1% | $10,132+296.2% |