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 | $70,008 | $142,344-50.8% | $119,609-41.5% | $134,475-47.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -15.81% | -12.44%-3.4pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,489 | $5,222-71.5% | $4,232-64.8% | $4,740-68.6% |
| Participant deferral / active EE | $5,711 | $6,469-11.7% | $5,602+1.9% | $6,400-10.8% |
| Admin fee / account holder | $7,319 | $13,584-46.1% | $10,323-29.1% | $11,426-35.9% |