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 | $66,720 | $142,344-53.1% | $119,609-44.2% | $134,475-50.4% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -18.19% | -12.44%-5.8pp | -14.97%-3.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,746 | $5,222-66.6% | $4,232-58.7% | $4,740-63.2% |
| Participant deferral / active EE | $2,153 | $6,469-66.7% | $5,602-61.6% | $6,400-66.4% |
| Admin fee / account holder | $1,719 | $13,584-87.3% | $10,323-83.4% | $11,426-85.0% |