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 9-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 | $88,204 | $131,829-33.1% | $108,579-18.8% | $273,961-67.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.57% | -91.57%+101.1pp | -51.70%+61.3pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,076 | $4,912-57.7% | $3,758-44.8% | $4,869-57.4% |
| Participant deferral / active EE | $6,061 | $5,127+18.2% | $4,311+40.6% | $5,287+14.6% |
| Admin fee / account holder | $566 | $10,252-94.5% | $7,645-92.6% | $10,132-94.4% |