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 | $117,647 | $167,307-29.7% | $143,757-18.2% | $134,475-12.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.32% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,462 | $5,619-20.6% | $4,951-9.9% | $4,740-5.9% |
| Participant deferral / active EE | $11,201 | $6,446+73.8% | $5,637+98.7% | $6,400+75.0% |
| Admin fee / account holder | $547 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |