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 7-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 | $40,257 | $131,829-69.5% | $108,579-62.9% | $273,961-85.3% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 7.36% | -91.57%+98.9pp | -51.70%+59.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,196 | $4,912-75.6% | $3,758-68.2% | $4,869-75.4% |
| Participant deferral / active EE | $2,107 | $5,127-58.9% | $4,311-51.1% | $5,287-60.1% |
| Admin fee / account holder | $651 | $10,252-93.6% | $7,645-91.5% | $10,132-93.6% |