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 | $89,822 | $167,307-46.3% | $143,757-37.5% | $134,475-33.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -9.88% | 0.46%-10.3pp | -0.04%-9.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,694 | $5,619-69.9% | $4,951-65.8% | $4,740-64.3% |
| Participant deferral / active EE | $3,423 | $6,446-46.9% | $5,637-39.3% | $6,400-46.5% |
| Admin fee / account holder | $197,703 | $18,088+993.0% | $14,673+1247.4% | $11,426+1630.3% |