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 | $59,065 | $167,307-64.7% | $143,757-58.9% | $134,475-56.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -14.60% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,134 | $5,619-44.2% | $4,951-36.7% | $4,740-33.9% |
| Participant deferral / active EE | $8,489 | $6,446+31.7% | $5,637+50.6% | $6,400+32.7% |
| Admin fee / account holder | $2,882 | $18,088-84.1% | $14,673-80.4% | $11,426-74.8% |