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 | $93,723 | $105,860-11.5% | $90,749+3.3% | $134,475-30.3% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -15.15% | -11.01%-4.1pp | -12.16%-3.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,197 | $3,462-65.4% | $2,921-59.0% | $4,740-74.7% |
| Participant deferral / active EE | $1,733 | $5,216-66.8% | $4,564-62.0% | $6,400-72.9% |
| Admin fee / account holder | $3,812 | $13,938-72.6% | $8,445-54.9% | $11,426-66.6% |