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 | $58,751 | $142,344-58.7% | $119,609-50.9% | $134,475-56.3% |
| Participation rate | 76.5% | 82.8%-6.3pp | 79.3%-2.8pp | 81.2%-4.8pp |
| Annual return | -11.52% | -12.44%+0.9pp | -14.97%+3.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,545 | $6,469-45.2% | $5,602-36.7% | $6,400-44.6% |
| Admin fee / account holder | $9,156 | $13,584-32.6% | $10,323-11.3% | $11,426-19.9% |