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 | $107,114 | $131,829-18.7% | $108,579-1.3% | $273,961-60.9% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 9.65% | -91.57%+101.2pp | -51.70%+61.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,007 | $4,912-38.8% | $3,758-20.0% | $4,869-38.2% |
| Participant deferral / active EE | $4,953 | $5,127-3.4% | $4,311+14.9% | $5,287-6.3% |
| Admin fee / account holder | $2,196 | $10,252-78.6% | $7,645-71.3% | $10,132-78.3% |