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 | $80,442 | $142,344-43.5% | $119,609-32.7% | $134,475-40.2% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -15.92% | -12.44%-3.5pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,117 | $5,222-40.3% | $4,232-26.3% | $4,740-34.2% |
| Participant deferral / active EE | $7,335 | $6,469+13.4% | $5,602+30.9% | $6,400+14.6% |
| Admin fee / account holder | $2,172 | $13,584-84.0% | $10,323-79.0% | $11,426-81.0% |