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 | $99,316 | $167,307-40.6% | $143,757-30.9% | $134,475-26.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.62% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,961 | $5,619-65.1% | $4,951-60.4% | $4,740-58.6% |
| Participant deferral / active EE | $5,291 | $6,446-17.9% | $5,637-6.1% | $6,400-17.3% |
| Admin fee / account holder | $17,340 | $18,088-4.1% | $14,673+18.2% | $11,426+51.8% |