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 | $78,954 | $142,344-44.5% | $119,609-34.0% | $134,475-41.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -14.18% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,694 | $5,222-29.3% | $4,232-12.7% | $4,740-22.1% |
| Participant deferral / active EE | $3,618 | $6,469-44.1% | $5,602-35.4% | $6,400-43.5% |
| Admin fee / account holder | $5,841 | $13,584-57.0% | $10,323-43.4% | $11,426-48.9% |