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 | $99,128 | $167,307-40.8% | $143,757-31.0% | $134,475-26.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.23% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $10,541 | $5,619+87.6% | $4,951+112.9% | $4,740+122.4% |
| Participant deferral / active EE | $15,414 | $6,446+139.1% | $5,637+173.4% | $6,400+140.9% |
| Admin fee / account holder | $4,624 | $18,088-74.4% | $14,673-68.5% | $11,426-59.5% |