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 | $59,742 | $167,307-64.3% | $143,757-58.4% | $134,475-55.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -10.71% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,852 | $5,619-67.0% | $4,951-62.6% | $4,740-60.9% |
| Participant deferral / active EE | $5,867 | $6,446-9.0% | $5,637+4.1% | $6,400-8.3% |
| Admin fee / account holder | $144,908 | $18,088+701.1% | $14,673+887.6% | $11,426+1168.2% |