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 | $69,638 | $142,344-51.1% | $119,609-41.8% | $134,475-48.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -14.78% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,848 | $5,222-45.5% | $4,232-32.7% | $4,740-39.9% |
| Participant deferral / active EE | $5,900 | $6,469-8.8% | $5,602+5.3% | $6,400-7.8% |
| Admin fee / account holder | $454 | $13,584-96.7% | $10,323-95.6% | $11,426-96.0% |