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 | $66,037 | $95,862-31.1% | $79,550-17.0% | $134,475-50.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -14.72% | -2.69%-12.0pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,743 | $3,128-44.3% | $2,413-27.8% | $4,740-63.2% |
| Participant deferral / active EE | $3,862 | $4,693-17.7% | $3,985-3.1% | $6,400-39.7% |
| Admin fee / account holder | $44,173 | $9,126+384.0% | $6,832+546.5% | $11,426+286.6% |