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 | $116,539 | $90,519+28.7% | $93,789+24.3% | $134,475-13.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 81.0%-11.0pp | 81.2%-11.2pp |
| Annual return | -19.71% | -15.72%-4.0pp | -11.33%-8.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,416 | $4,343-44.4% | $4,323-44.1% | $4,740-49.0% |
| Participant deferral / active EE | $4,142 | $5,978-30.7% | $6,094-32.0% | $6,400-35.3% |
| Admin fee / account holder | $1,096 | $9,252-88.2% | $7,195-84.8% | $11,426-90.4% |