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 | $92,197 | $142,344-35.2% | $119,609-22.9% | $134,475-31.4% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -18.90% | -12.44%-6.5pp | -14.97%-3.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,318 | $5,222-55.6% | $4,232-45.2% | $4,740-51.1% |
| Participant deferral / active EE | $7,422 | $6,469+14.7% | $5,602+32.5% | $6,400+16.0% |
| Admin fee / account holder | $3,003 | $13,584-77.9% | $10,323-70.9% | $11,426-73.7% |