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 | $28,778 | $131,829-78.2% | $108,579-73.5% | $273,961-89.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 4.34% | -91.57%+95.9pp | -51.70%+56.0pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,591 | $4,912-67.6% | $3,758-57.7% | $4,869-67.3% |
| Participant deferral / active EE | $3,982 | $5,127-22.3% | $4,311-7.6% | $5,287-24.7% |
| Admin fee / account holder | $3,158 | $10,252-69.2% | $7,645-58.7% | $10,132-68.8% |