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 | $110,796 | $167,307-33.8% | $143,757-22.9% | $134,475-17.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.31% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,321 | $5,619-76.5% | $4,951-73.3% | $4,740-72.1% |
| Participant deferral / active EE | $2,337 | $6,446-63.7% | $5,637-58.5% | $6,400-63.5% |
| Admin fee / account holder | $2,444 | $18,088-86.5% | $14,673-83.3% | $11,426-78.6% |