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 | $78,758 | $167,307-52.9% | $143,757-45.2% | $134,475-41.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.59% | 0.46%-19.1pp | -0.04%-18.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,317 | $5,619-76.6% | $4,951-73.4% | $4,740-72.2% |
| Participant deferral / active EE | $3,932 | $6,446-39.0% | $5,637-30.2% | $6,400-38.6% |
| Admin fee / account holder | $14,056 | $18,088-22.3% | $14,673-4.2% | $11,426+23.0% |