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 | $47,148 | $142,344-66.9% | $119,609-60.6% | $134,475-64.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -10.57% | -12.44%+1.9pp | -14.97%+4.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,499 | $5,222-71.3% | $4,232-64.6% | $4,740-68.4% |
| Participant deferral / active EE | $3,930 | $6,469-39.3% | $5,602-29.8% | $6,400-38.6% |
| Admin fee / account holder | $4,639 | $13,584-65.8% | $10,323-55.1% | $11,426-59.4% |