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 | $107,183 | $142,344-24.7% | $119,609-10.4% | $134,475-20.3% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -2.14% | -12.44%+10.3pp | -14.97%+12.8pp | 417.96%-420.1pp |
| Employer contribution / active EE | $4,906 | $5,222-6.1% | $4,232+15.9% | $4,740+3.5% |
| Participant deferral / active EE | $11,503 | $6,469+77.8% | $5,602+105.3% | $6,400+79.7% |
| Admin fee / account holder | $63,987 | $13,584+371.1% | $10,323+519.8% | $11,426+460.0% |