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 | $54,547 | $131,829-58.6% | $108,579-49.8% | $273,961-80.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 6.56% | -91.57%+98.1pp | -51.70%+58.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,931 | $4,912-60.7% | $3,758-48.6% | $4,869-60.3% |
| Participant deferral / active EE | $3,208 | $5,127-37.4% | $4,311-25.6% | $5,287-39.3% |
| Admin fee / account holder | $12,417 | $10,252+21.1% | $7,645+62.4% | $10,132+22.6% |