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 | $96,968 | $142,344-31.9% | $119,609-18.9% | $134,475-27.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -15.45% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,677 | $5,222-29.6% | $4,232-13.1% | $4,740-22.4% |
| Participant deferral / active EE | $6,308 | $6,469-2.5% | $5,602+12.6% | $6,400-1.4% |
| Admin fee / account holder | $7,586 | $13,584-44.2% | $10,323-26.5% | $11,426-33.6% |