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 | $90,821 | $167,307-45.7% | $143,757-36.8% | $134,475-32.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.82% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,679 | $5,619-70.1% | $4,951-66.1% | $4,740-64.6% |
| Participant deferral / active EE | $7,712 | $6,446+19.7% | $5,637+36.8% | $6,400+20.5% |
| Admin fee / account holder | $1,106 | $18,088-93.9% | $14,673-92.5% | $11,426-90.3% |