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 | $107,612 | $167,307-35.7% | $143,757-25.1% | $134,475-20.0% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -18.73% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,616 | $5,619-71.2% | $4,951-67.4% | $4,740-65.9% |
| Participant deferral / active EE | $4,482 | $6,446-30.5% | $5,637-20.5% | $6,400-30.0% |
| Admin fee / account holder | $3,481 | $18,088-80.8% | $14,673-76.3% | $11,426-69.5% |