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 | $64,693 | $142,344-54.6% | $119,609-45.9% | $134,475-51.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -11.19% | -12.44%+1.3pp | -14.97%+3.8pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,899 | $5,222-25.3% | $4,232-7.9% | $4,740-17.7% |
| Participant deferral / active EE | $4,896 | $6,469-24.3% | $5,602-12.6% | $6,400-23.5% |
| Admin fee / account holder | $26,222 | $13,584+93.0% | $10,323+154.0% | $11,426+129.5% |