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 | $130,542 | $167,307-22.0% | $143,757-9.2% | $134,475-2.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.38% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,575 | $5,619+34.8% | $4,951+53.0% | $4,740+59.8% |
| Participant deferral / active EE | $4,245 | $6,446-34.1% | $5,637-24.7% | $6,400-33.7% |
| Admin fee / account holder | $3,258 | $18,088-82.0% | $14,673-77.8% | $11,426-71.5% |