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 | $82,642 | $142,344-41.9% | $119,609-30.9% | $134,475-38.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.57% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,192 | $5,222-77.2% | $4,232-71.8% | $4,740-74.9% |
| Participant deferral / active EE | $3,956 | $6,469-38.8% | $5,602-29.4% | $6,400-38.2% |
| Admin fee / account holder | $11,018 | $13,584-18.9% | $10,323+6.7% | $11,426-3.6% |