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 | $93,789 | $131,829-28.9% | $108,579-13.6% | $273,961-65.8% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 8.64% | -91.57%+100.2pp | -51.70%+60.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,465 | $4,912-70.2% | $3,758-61.0% | $4,869-69.9% |
| Participant deferral / active EE | $4,821 | $5,127-6.0% | $4,311+11.8% | $5,287-8.8% |
| Admin fee / account holder | $1,149 | $10,252-88.8% | $7,645-85.0% | $10,132-88.7% |