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 | $77,785 | $167,307-53.5% | $143,757-45.9% | $134,475-42.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.04% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,962 | $5,619-29.5% | $4,951-20.0% | $4,740-16.4% |
| Participant deferral / active EE | $7,232 | $6,446+12.2% | $5,637+28.3% | $6,400+13.0% |
| Admin fee / account holder | $2,323 | $18,088-87.2% | $14,673-84.2% | $11,426-79.7% |