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 | $70,186 | $131,829-46.8% | $108,579-35.4% | $273,961-74.4% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.6%-0.6pp | 83.0%-4.1pp |
| Annual return | 12.29% | -91.57%+103.9pp | -51.70%+64.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,504 | $4,912-49.0% | $3,758-33.4% | $4,869-48.6% |
| Participant deferral / active EE | $2,889 | $5,127-43.6% | $4,311-33.0% | $5,287-45.4% |
| Admin fee / account holder | $9,440 | $10,252-7.9% | $7,645+23.5% | $10,132-6.8% |