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 | $113,640 | $167,307-32.1% | $143,757-21.0% | $134,475-15.5% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -17.32% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,527 | $5,619+34.0% | $4,951+52.0% | $4,740+58.8% |
| Participant deferral / active EE | $8,715 | $6,446+35.2% | $5,637+54.6% | $6,400+36.2% |
| Admin fee / account holder | $4,861 | $18,088-73.1% | $14,673-66.9% | $11,426-57.5% |