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 | $59,518 | $142,344-58.2% | $119,609-50.2% | $134,475-55.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -13.48% | -12.44%-1.0pp | -14.97%+1.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,341 | $5,222-55.2% | $4,232-44.7% | $4,740-50.6% |
| Participant deferral / active EE | $4,085 | $6,469-36.9% | $5,602-27.1% | $6,400-36.2% |
| Admin fee / account holder | $2,806 | $13,584-79.3% | $10,323-72.8% | $11,426-75.4% |