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 | $56,898 | $90,519-37.1% | $93,789-39.3% | $134,475-57.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -17.27% | -15.72%-1.5pp | -11.33%-5.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,021 | $4,343-53.5% | $4,323-53.2% | $4,740-57.4% |
| Participant deferral / active EE | $2,303 | $5,978-61.5% | $6,094-62.2% | $6,400-64.0% |
| Admin fee / account holder | $605 | $9,252-93.5% | $7,195-91.6% | $11,426-94.7% |