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 | $79,063 | $167,307-52.7% | $143,757-45.0% | $134,475-41.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -12.15% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,075 | $5,619-45.3% | $4,951-37.9% | $4,740-35.1% |
| Participant deferral / active EE | $8,012 | $6,446+24.3% | $5,637+42.1% | $6,400+25.2% |
| Admin fee / account holder | $12,455 | $18,088-31.1% | $14,673-15.1% | $11,426+9.0% |