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 | $71,256 | $142,344-49.9% | $119,609-40.4% | $134,475-47.0% |
| Participation rate | 79.2% | 82.8%-3.6pp | 79.3%-0.1pp | 81.2%-2.1pp |
| Annual return | -15.65% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,247 | $5,222-37.8% | $4,232-23.3% | $4,740-31.5% |
| Participant deferral / active EE | $4,704 | $6,469-27.3% | $5,602-16.0% | $6,400-26.5% |
| Admin fee / account holder | $17,110 | $13,584+26.0% | $10,323+65.7% | $11,426+49.8% |