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 | $92,839 | $131,829-29.6% | $108,579-14.5% | $273,961-66.1% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 3.11% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $2,978 | $4,912-39.4% | $3,758-20.8% | $4,869-38.8% |
| Participant deferral / active EE | $3,077 | $5,127-40.0% | $4,311-28.6% | $5,287-41.8% |
| Admin fee / account holder | $40,761 | $10,252+297.6% | $7,645+433.2% | $10,132+302.3% |