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 | $78,089 | $167,307-53.3% | $143,757-45.7% | $134,475-41.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.07% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,725 | $5,619-51.5% | $4,951-45.0% | $4,740-42.5% |
| Participant deferral / active EE | $4,574 | $6,446-29.0% | $5,637-18.9% | $6,400-28.5% |
| Admin fee / account holder | $36,323 | $18,088+100.8% | $14,673+147.5% | $11,426+217.9% |