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 | $88,128 | $158,817-44.5% | $121,196-27.3% | $135,375-34.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.7%-0.3pp | 82.6%-11.2pp |
| Annual return | -7.66% | -0.64%-7.0pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $961 | $5,665-83.0% | $4,022-76.1% | $4,779-79.9% |
| Participant deferral / active EE | $1,931 | $4,005-51.8% | $3,344-42.3% | $5,609-65.6% |
| Admin fee / account holder | $1,012 | $6,512-84.5% | $5,019-79.8% | $10,827-90.7% |