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 | $63,173 | $167,307-62.2% | $143,757-56.1% | $134,475-53.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -14.87% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,733 | $5,619-15.8% | $4,951-4.4% | $4,740-0.1% |
| Participant deferral / active EE | $4,572 | $6,446-29.1% | $5,637-18.9% | $6,400-28.6% |
| Admin fee / account holder | $1,004 | $18,088-94.5% | $14,673-93.2% | $11,426-91.2% |