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 | $74,042 | $105,860-30.1% | $90,749-18.4% | $134,475-44.9% |
| Participation rate | 76.2% | 78.2%-2.1pp | 75.7%+0.5pp | 81.2%-5.0pp |
| Annual return | -9.97% | -11.01%+1.0pp | -12.16%+2.2pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,863 | $3,462-46.2% | $2,921-36.2% | $4,740-60.7% |
| Participant deferral / active EE | $12,170 | $5,216+133.3% | $4,564+166.6% | $6,400+90.2% |
| Admin fee / account holder | $39,843 | $13,938+185.9% | $8,445+371.8% | $11,426+248.7% |