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 | $102,788 | $142,344-27.8% | $119,609-14.1% | $134,475-23.6% |
| Participation rate | 77.3% | 82.8%-5.5pp | 79.3%-2.0pp | 81.2%-3.9pp |
| Annual return | -15.21% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,628 | $6,469-59.4% | $5,602-53.1% | $6,400-58.9% |
| Admin fee / account holder | $6,670 | $13,584-50.9% | $10,323-35.4% | $11,426-41.6% |