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 | $86,848 | $175,600-50.5% | $129,110-32.7% | $134,475-35.4% |
| Participation rate | 94.4% | 81.6%+12.9pp | 77.3%+17.2pp | 81.2%+13.2pp |
| Annual return | -12.71% | -11.39%-1.3pp | -10.94%-1.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,298 | $6,355-63.8% | $5,052-54.5% | $4,740-51.5% |
| Participant deferral / active EE | $5,514 | $7,975-30.9% | $6,542-15.7% | $6,400-13.8% |
| Admin fee / account holder | $15,423 | $23,567-34.6% | $14,302+7.8% | $11,426+35.0% |