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 | $116,882 | $142,344-17.9% | $119,609-2.3% | $134,475-13.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.26% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,211 | $5,222-57.7% | $4,232-47.8% | $4,740-53.4% |
| Participant deferral / active EE | $6,503 | $6,469+0.5% | $5,602+16.1% | $6,400+1.6% |
| Admin fee / account holder | $1,623 | $13,584-88.1% | $10,323-84.3% | $11,426-85.8% |