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 | $92,334 | $142,344-35.1% | $119,609-22.8% | $134,475-31.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -15.34% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,351 | $5,222-35.8% | $4,232-20.8% | $4,740-29.3% |
| Participant deferral / active EE | $4,543 | $6,469-29.8% | $5,602-18.9% | $6,400-29.0% |
| Admin fee / account holder | $4,655 | $13,584-65.7% | $10,323-54.9% | $11,426-59.3% |