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 | $67,023 | $142,344-52.9% | $119,609-44.0% | $134,475-50.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.73% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $6,483 | $5,222+24.2% | $4,232+53.2% | $4,740+36.8% |
| Participant deferral / active EE | $11,529 | $6,469+78.2% | $5,602+105.8% | $6,400+80.1% |
| Admin fee / account holder | $15,639 | $13,584+15.1% | $10,323+51.5% | $11,426+36.9% |