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 | $82,926 | $167,307-50.4% | $143,757-42.3% | $134,475-38.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -14.71% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,617 | $5,619-53.4% | $4,951-47.1% | $4,740-44.8% |
| Participant deferral / active EE | $9,557 | $6,446+48.3% | $5,637+69.5% | $6,400+49.3% |
| Admin fee / account holder | $34,029 | $18,088+88.1% | $14,673+131.9% | $11,426+197.8% |