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 | $82,891 | $167,307-50.5% | $143,757-42.3% | $134,475-38.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -18.68% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,350 | $5,619-76.0% | $4,951-72.7% | $4,740-71.5% |
| Participant deferral / active EE | $4,266 | $6,446-33.8% | $5,637-24.3% | $6,400-33.3% |
| Admin fee / account holder | $816 | $18,088-95.5% | $14,673-94.4% | $11,426-92.9% |