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 | $87,627 | $90,590-3.3% | $90,782-3.5% | $135,375-35.3% |
| Participation rate | 78.6% | 83.7%-5.2pp | 82.7%-4.1pp | 82.6%-4.1pp |
| Annual return | -8.83% | -3.40%-5.4pp | -3.42%-5.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,677 | $5,407-32.0% | $5,366-31.5% | $5,609-34.4% |
| Admin fee / account holder | $5,797 | $7,683-24.5% | $5,908-1.9% | $10,827-46.5% |