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 | $93,824 | $142,344-34.1% | $119,609-21.6% | $134,475-30.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -13.31% | -12.44%-0.9pp | -14.97%+1.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,723 | $5,222-67.0% | $4,232-59.3% | $4,740-63.6% |
| Participant deferral / active EE | $4,377 | $6,469-32.3% | $5,602-21.9% | $6,400-31.6% |
| Admin fee / account holder | $805 | $13,584-94.1% | $10,323-92.2% | $11,426-93.0% |