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 | $114,622 | $167,307-31.5% | $143,757-20.3% | $134,475-14.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -12.22% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $8,786 | $5,619+56.4% | $4,951+77.5% | $4,740+85.4% |
| Participant deferral / active EE | $8,192 | $6,446+27.1% | $5,637+45.3% | $6,400+28.0% |
| Admin fee / account holder | $2,173 | $18,088-88.0% | $14,673-85.2% | $11,426-81.0% |