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 | $110,938 | $142,344-22.1% | $119,609-7.2% | $134,475-17.5% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -17.90% | -12.44%-5.5pp | -14.97%-2.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,146 | $5,222-78.1% | $4,232-72.9% | $4,740-75.8% |
| Participant deferral / active EE | $3,167 | $6,469-51.0% | $5,602-43.5% | $6,400-50.5% |
| Admin fee / account holder | $32,912 | $13,584+142.3% | $10,323+218.8% | $11,426+188.0% |