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 | $96,771 | $167,307-42.2% | $143,757-32.7% | $134,475-28.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.24% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,032 | $5,619-63.8% | $4,951-59.0% | $4,740-57.1% |
| Participant deferral / active EE | $4,620 | $6,446-28.3% | $5,637-18.0% | $6,400-27.8% |
| Admin fee / account holder | $2,613 | $18,088-85.6% | $14,673-82.2% | $11,426-77.1% |