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 | $59,852 | $142,344-58.0% | $119,609-50.0% | $134,475-55.5% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.82% | -12.44%-4.4pp | -14.97%-1.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,682 | $5,222-48.6% | $4,232-36.6% | $4,740-43.4% |
| Participant deferral / active EE | $3,870 | $6,469-40.2% | $5,602-30.9% | $6,400-39.5% |
| Admin fee / account holder | $3,971 | $13,584-70.8% | $10,323-61.5% | $11,426-65.2% |