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 | $74,744 | $142,344-47.5% | $119,609-37.5% | $134,475-44.4% |
| Participation rate | 70.8% | 82.8%-12.0pp | 79.3%-8.4pp | 81.2%-10.4pp |
| Annual return | -17.75% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,533 | $5,222-70.6% | $4,232-63.8% | $4,740-67.7% |
| Participant deferral / active EE | $8,451 | $6,469+30.6% | $5,602+50.9% | $6,400+32.1% |
| Admin fee / account holder | $6,654 | $13,584-51.0% | $10,323-35.5% | $11,426-41.8% |