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 | $81,119 | $167,307-51.5% | $143,757-43.6% | $134,475-39.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -9.82% | 0.46%-10.3pp | -0.04%-9.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $2,771 | $5,619-50.7% | $4,951-44.0% | $4,740-41.5% |
| Participant deferral / active EE | $7,744 | $6,446+20.1% | $5,637+37.4% | $6,400+21.0% |
| Admin fee / account holder | $5,530 | $18,088-69.4% | $14,673-62.3% | $11,426-51.6% |