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 | $94,532 | $167,307-43.5% | $143,757-34.2% | $134,475-29.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -17.21% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,002 | $5,619-46.6% | $4,951-39.4% | $4,740-36.7% |
| Participant deferral / active EE | $7,060 | $6,446+9.5% | $5,637+25.2% | $6,400+10.3% |
| Admin fee / account holder | $1,119 | $18,088-93.8% | $14,673-92.4% | $11,426-90.2% |