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 | $41,952 | $142,344-70.5% | $119,609-64.9% | $134,475-68.8% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.83% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,665 | $5,222+8.5% | $4,232+33.9% | $4,740+19.5% |
| Participant deferral / active EE | $3,504 | $6,469-45.8% | $5,602-37.5% | $6,400-45.2% |
| Admin fee / account holder | $2,989 | $13,584-78.0% | $10,323-71.0% | $11,426-73.8% |