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 | $26,003 | $105,860-75.4% | $90,749-71.3% | $134,475-80.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.81% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,027 | $3,462-70.3% | $2,921-64.8% | $4,740-78.3% |
| Participant deferral / active EE | $2,711 | $5,216-48.0% | $4,564-40.6% | $6,400-57.6% |
| Admin fee / account holder | $568 | $13,938-95.9% | $8,445-93.3% | $11,426-95.0% |