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 | $60,834 | $167,307-63.6% | $143,757-57.7% | $134,475-54.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.24% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,208 | $5,619-42.9% | $4,951-35.2% | $4,740-32.3% |
| Participant deferral / active EE | $5,549 | $6,446-13.9% | $5,637-1.6% | $6,400-13.3% |
| Admin fee / account holder | $9,957 | $18,088-45.0% | $14,673-32.1% | $11,426-12.9% |