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 | $80,590 | $167,307-51.8% | $143,757-43.9% | $134,475-40.1% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -14.79% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $6,648 | $5,619+18.3% | $4,951+34.3% | $4,740+40.3% |
| Participant deferral / active EE | $6,887 | $6,446+6.8% | $5,637+22.2% | $6,400+7.6% |
| Admin fee / account holder | $1,075 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |