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 | $94,348 | $167,307-43.6% | $143,757-34.4% | $134,475-29.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.22% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,780 | $5,619-68.3% | $4,951-64.0% | $4,740-62.4% |
| Participant deferral / active EE | $6,732 | $6,446+4.4% | $5,637+19.4% | $6,400+5.2% |
| Admin fee / account holder | $434 | $18,088-97.6% | $14,673-97.0% | $11,426-96.2% |