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 | $88,339 | $167,307-47.2% | $143,757-38.6% | $134,475-34.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -17.43% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,929 | $5,619-30.1% | $4,951-20.6% | $4,740-17.1% |
| Participant deferral / active EE | $4,765 | $6,446-26.1% | $5,637-15.5% | $6,400-25.5% |
| Admin fee / account holder | $878 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |