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 | $36,254 | $142,344-74.5% | $119,609-69.7% | $134,475-73.0% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -11.88% | -12.44%+0.6pp | -14.97%+3.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,342 | $5,222-55.2% | $4,232-44.7% | $4,740-50.6% |
| Participant deferral / active EE | $3,822 | $6,469-40.9% | $5,602-31.8% | $6,400-40.3% |
| Admin fee / account holder | $9,786 | $13,584-28.0% | $10,323-5.2% | $11,426-14.4% |