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 | $89,702 | $90,519-0.9% | $93,789-4.4% | $134,475-33.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -15.00% | -15.72%+0.7pp | -11.33%-3.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,867 | $5,978-1.9% | $6,094-3.7% | $6,400-8.3% |
| Admin fee / account holder | $8,706 | $9,252-5.9% | $7,195+21.0% | $11,426-23.8% |