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 | $111,057 | $131,829-15.8% | $108,579+2.3% | $273,961-59.5% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 5.99% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,177 | $4,912-55.7% | $3,758-42.1% | $4,869-55.3% |
| Participant deferral / active EE | $6,849 | $5,127+33.6% | $4,311+58.9% | $5,287+29.5% |
| Admin fee / account holder | $1,035 | $10,252-89.9% | $7,645-86.5% | $10,132-89.8% |