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 | $128,083 | $167,307-23.4% | $143,757-10.9% | $134,475-4.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.57% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,708 | $5,619-51.8% | $4,951-45.3% | $4,740-42.9% |
| Participant deferral / active EE | $9,435 | $6,446+46.4% | $5,637+67.4% | $6,400+47.4% |
| Admin fee / account holder | $373 | $18,088-97.9% | $14,673-97.5% | $11,426-96.7% |