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 | $61,478 | $131,829-53.4% | $108,579-43.4% | $273,961-77.6% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.6%+1.7pp | 83.0%-1.8pp |
| Annual return | 7.20% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,011 | $4,912-79.4% | $3,758-73.1% | $4,869-79.2% |
| Participant deferral / active EE | $1,767 | $5,127-65.5% | $4,311-59.0% | $5,287-66.6% |
| Admin fee / account holder | $1,230 | $10,252-88.0% | $7,645-83.9% | $10,132-87.9% |