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 | $50,825 | $167,307-69.6% | $143,757-64.6% | $134,475-62.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.61% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,641 | $5,619-35.2% | $4,951-26.5% | $4,740-23.2% |
| Participant deferral / active EE | $6,927 | $6,446+7.5% | $5,637+22.9% | $6,400+8.2% |
| Admin fee / account holder | $4,150 | $18,088-77.1% | $14,673-71.7% | $11,426-63.7% |