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 | $73,088 | $142,344-48.7% | $119,609-38.9% | $134,475-45.6% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -17.19% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,857 | $5,222-26.1% | $4,232-8.9% | $4,740-18.6% |
| Participant deferral / active EE | $5,439 | $6,469-15.9% | $5,602-2.9% | $6,400-15.0% |
| Admin fee / account holder | $394 | $13,584-97.1% | $10,323-96.2% | $11,426-96.6% |