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 | $27,229 | $131,829-79.3% | $108,579-74.9% | $273,961-90.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 6.19% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,430 | $4,912-70.9% | $3,758-61.9% | $4,869-70.6% |
| Participant deferral / active EE | $4,079 | $5,127-20.4% | $4,311-5.4% | $5,287-22.9% |
| Admin fee / account holder | $1,226 | $10,252-88.0% | $7,645-84.0% | $10,132-87.9% |