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 | $117,007 | $142,344-17.8% | $119,609-2.2% | $134,475-13.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.90% | -12.44%-7.5pp | -14.97%-4.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,492 | $5,222-71.4% | $4,232-64.7% | $4,740-68.5% |
| Participant deferral / active EE | $3,146 | $6,469-51.4% | $5,602-43.8% | $6,400-50.8% |
| Admin fee / account holder | $1,729 | $13,584-87.3% | $10,323-83.3% | $11,426-84.9% |