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 | $88,114 | $167,307-47.3% | $143,757-38.7% | $134,475-34.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.19% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,900 | $5,619-66.2% | $4,951-61.6% | $4,740-59.9% |
| Participant deferral / active EE | $5,758 | $6,446-10.7% | $5,637+2.1% | $6,400-10.0% |
| Admin fee / account holder | $1,015 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |