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 | $63,302 | $142,344-55.5% | $119,609-47.1% | $134,475-52.9% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -8.31% | -12.44%+4.1pp | -14.97%+6.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,387 | $5,222-73.4% | $4,232-67.2% | $4,740-70.7% |
| Participant deferral / active EE | $3,803 | $6,469-41.2% | $5,602-32.1% | $6,400-40.6% |
| Admin fee / account holder | $74,373 | $13,584+447.5% | $10,323+620.4% | $11,426+550.9% |