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 | $106,356 | $142,344-25.3% | $119,609-11.1% | $134,475-20.9% |
| Participation rate | 70.8% | 82.8%-12.0pp | 79.3%-8.4pp | 81.2%-10.4pp |
| Annual return | -16.42% | -12.44%-4.0pp | -14.97%-1.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,798 | $5,222-65.6% | $4,232-57.5% | $4,740-62.1% |
| Participant deferral / active EE | $3,052 | $6,469-52.8% | $5,602-45.5% | $6,400-52.3% |
| Admin fee / account holder | $696 | $13,584-94.9% | $10,323-93.3% | $11,426-93.9% |