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 | $105,573 | $147,167-28.3% | $111,392-5.2% | $135,375-22.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 78.9%-6.1pp | 82.6%-9.9pp |
| Annual return | -5.85% | -4.44%-1.4pp | -2.06%-3.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,819 | $5,204-26.6% | $4,328-11.8% | $4,779-20.1% |
| Participant deferral / active EE | $5,455 | $6,565-16.9% | $5,567-2.0% | $5,609-2.7% |
| Admin fee / account holder | $1,908 | $20,270-90.6% | $12,266-84.4% | $10,827-82.4% |