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 | $89,429 | $142,344-37.2% | $119,609-25.2% | $134,475-33.5% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -12.14% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $6,482 | $5,222+24.1% | $4,232+53.2% | $4,740+36.8% |
| Participant deferral / active EE | $4,258 | $6,469-34.2% | $5,602-24.0% | $6,400-33.5% |
| Admin fee / account holder | $2,793 | $13,584-79.4% | $10,323-72.9% | $11,426-75.6% |