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 | $110,704 | $142,344-22.2% | $119,609-7.4% | $134,475-17.7% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.19% | -12.44%-3.8pp | -14.97%-1.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,382 | $5,222-35.2% | $4,232-20.1% | $4,740-28.6% |
| Participant deferral / active EE | $5,200 | $6,469-19.6% | $5,602-7.2% | $6,400-18.8% |
| Admin fee / account holder | $14,133 | $13,584+4.0% | $10,323+36.9% | $11,426+23.7% |