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 | $94,603 | $142,344-33.5% | $119,609-20.9% | $134,475-29.7% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -15.31% | -12.44%-2.9pp | -14.97%-0.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,493 | $5,222-52.3% | $4,232-41.1% | $4,740-47.4% |
| Participant deferral / active EE | $7,068 | $6,469+9.3% | $5,602+26.2% | $6,400+10.4% |
| Admin fee / account holder | $5,149 | $13,584-62.1% | $10,323-50.1% | $11,426-54.9% |