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 | $80,083 | $105,860-24.4% | $90,749-11.8% | $134,475-40.4% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.7%+0.8pp | 81.2%-4.8pp |
| Annual return | -12.40% | -11.01%-1.4pp | -12.16%-0.2pp | 417.96%-430.4pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,812 | $5,216-65.3% | $4,564-60.3% | $6,400-71.7% |
| Admin fee / account holder | $10,443 | $13,938-25.1% | $8,445+23.7% | $11,426-8.6% |