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 | $82,099 | $81,900+0.2% | $119,609-31.4% | $68,494+19.9% |
| Participation rate | 70.5% | 71.9%-1.4pp | 79.3%-8.8pp | 67.9%+2.6pp |
| Annual return | -13.02% | -23.82%+10.8pp | -14.97%+1.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,381 | $2,693-48.7% | $4,232-67.4% | $2,596-46.8% |
| Participant deferral / active EE | $4,288 | $4,148+3.4% | $5,602-23.5% | $4,027+6.5% |
| Admin fee / account holder | $6,310 | $6,582-4.1% | $10,323-38.9% | $5,403+16.8% |