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 | $68,307 | $167,307-59.2% | $143,757-52.5% | $134,475-49.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.64% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,721 | $5,619+1.8% | $4,951+15.5% | $4,740+20.7% |
| Participant deferral / active EE | $4,398 | $6,446-31.8% | $5,637-22.0% | $6,400-31.3% |
| Admin fee / account holder | $502 | $18,088-97.2% | $14,673-96.6% | $11,426-95.6% |