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 | $82,246 | $167,484-50.9% | $151,611-45.8% | $134,475-38.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -8.68% | 7.80%-16.5pp | 3.33%-12.0pp | 417.96%-426.6pp |
| Employer contribution / active EE | $1,705 | $6,829-75.0% | $6,166-72.4% | $4,740-64.0% |
| Participant deferral / active EE | $6,128 | $8,986-31.8% | $8,363-26.7% | $6,400-4.2% |
| Admin fee / account holder | $21,510 | $13,783+56.1% | $11,616+85.2% | $11,426+88.3% |