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 | $73,934 | $142,344-48.1% | $119,609-38.2% | $134,475-45.0% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -5.11% | -12.44%+7.3pp | -14.97%+9.9pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,468 | $5,222-71.9% | $4,232-65.3% | $4,740-69.0% |
| Participant deferral / active EE | $6,827 | $6,469+5.5% | $5,602+21.9% | $6,400+6.7% |
| Admin fee / account holder | $7,451 | $13,584-45.2% | $10,323-27.8% | $11,426-34.8% |