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 | $94,526 | $131,829-28.3% | $108,579-12.9% | $273,961-65.5% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 6.74% | -91.57%+98.3pp | -51.70%+58.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,527 | $4,912-68.9% | $3,758-59.4% | $4,869-68.6% |
| Participant deferral / active EE | $3,990 | $5,127-22.2% | $4,311-7.4% | $5,287-24.5% |
| Admin fee / account holder | $500 | $10,252-95.1% | $7,645-93.5% | $10,132-95.1% |