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 | $80,950 | $167,307-51.6% | $143,757-43.7% | $134,475-39.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.01% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,374 | $5,619-40.0% | $4,951-31.9% | $4,740-28.8% |
| Participant deferral / active EE | $7,208 | $6,446+11.8% | $5,637+27.9% | $6,400+12.6% |
| Admin fee / account holder | $2,411 | $18,088-86.7% | $14,673-83.6% | $11,426-78.9% |