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 | $97,097 | $167,307-42.0% | $143,757-32.5% | $134,475-27.8% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -11.78% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $12,410 | $5,619+120.8% | $4,951+150.7% | $4,740+161.8% |
| Participant deferral / active EE | $7,214 | $6,446+11.9% | $5,637+28.0% | $6,400+12.7% |
| Admin fee / account holder | $5,398 | $18,088-70.2% | $14,673-63.2% | $11,426-52.8% |