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 | $112,869 | $142,344-20.7% | $119,609-5.6% | $134,475-16.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -14.13% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,176 | $5,222-58.3% | $4,232-48.6% | $4,740-54.1% |
| Participant deferral / active EE | $4,026 | $6,469-37.8% | $5,602-28.1% | $6,400-37.1% |
| Admin fee / account holder | $10,299 | $13,584-24.2% | $10,323-0.2% | $11,426-9.9% |