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 | $41,793 | $142,344-70.6% | $119,609-65.1% | $134,475-68.9% |
| Participation rate | 77.3% | 82.8%-5.5pp | 79.3%-2.0pp | 81.2%-3.9pp |
| Annual return | -15.30% | -12.44%-2.9pp | -14.97%-0.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,345 | $5,222-35.9% | $4,232-21.0% | $4,740-29.4% |
| Participant deferral / active EE | $5,213 | $6,469-19.4% | $5,602-6.9% | $6,400-18.5% |
| Admin fee / account holder | $2,250 | $13,584-83.4% | $10,323-78.2% | $11,426-80.3% |