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 9-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 | $99,215 | $131,829-24.7% | $108,579-8.6% | $273,961-63.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 10.83% | -91.57%+102.4pp | -51.70%+62.5pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,910 | $4,912-61.1% | $3,758-49.2% | $4,869-60.8% |
| Participant deferral / active EE | $5,423 | $5,127+5.8% | $4,311+25.8% | $5,287+2.6% |
| Admin fee / account holder | $1,310 | $10,252-87.2% | $7,645-82.9% | $10,132-87.1% |