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 | $32,229 | $131,829-75.6% | $108,579-70.3% | $273,961-88.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.39% | -91.57%+99.0pp | -51.70%+59.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,463 | $4,912-70.2% | $3,758-61.1% | $4,869-70.0% |
| Participant deferral / active EE | $3,785 | $5,127-26.2% | $4,311-12.2% | $5,287-28.4% |
| Admin fee / account holder | $4,219 | $10,252-58.9% | $7,645-44.8% | $10,132-58.4% |