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 | $116,612 | $142,344-18.1% | $119,609-2.5% | $134,475-13.3% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -17.15% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,583 | $5,222-50.5% | $4,232-39.0% | $4,740-45.5% |
| Participant deferral / active EE | $5,752 | $6,469-11.1% | $5,602+2.7% | $6,400-10.1% |
| Admin fee / account holder | $41,947 | $13,584+208.8% | $10,323+306.3% | $11,426+267.1% |