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 | $87,627 | $142,344-38.4% | $119,609-26.7% | $134,475-34.8% |
| Participation rate | 70.6% | 82.8%-12.2pp | 79.3%-8.7pp | 81.2%-10.6pp |
| Annual return | 12.33% | -12.44%+24.8pp | -14.97%+27.3pp | 417.96%-405.6pp |
| Employer contribution / active EE | $1,251 | $5,222-76.0% | $4,232-70.4% | $4,740-73.6% |
| Participant deferral / active EE | $3,911 | $6,469-39.6% | $5,602-30.2% | $6,400-38.9% |
| Admin fee / account holder | $37,013 | $13,584+172.5% | $10,323+258.5% | $11,426+223.9% |