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 | $68,948 | $131,829-47.7% | $108,579-36.5% | $273,961-74.8% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.6%-5.7pp | 83.0%-9.1pp |
| Annual return | 5.05% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,483 | $4,912-49.5% | $3,758-33.9% | $4,869-49.0% |
| Participant deferral / active EE | $6,497 | $5,127+26.7% | $4,311+50.7% | $5,287+22.9% |
| Admin fee / account holder | $2,938 | $10,252-71.3% | $7,645-61.6% | $10,132-71.0% |