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 | $87,068 | $167,307-48.0% | $143,757-39.4% | $134,475-35.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -13.84% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $7,736 | $5,619+37.7% | $4,951+56.3% | $4,740+63.2% |
| Participant deferral / active EE | $9,224 | $6,446+43.1% | $5,637+63.6% | $6,400+44.1% |
| Admin fee / account holder | $4,477 | $18,088-75.3% | $14,673-69.5% | $11,426-60.8% |