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 | $56,477 | $167,307-66.2% | $143,757-60.7% | $134,475-58.0% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -13.67% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,168 | $5,619-8.0% | $4,951+4.4% | $4,740+9.0% |
| Participant deferral / active EE | $3,535 | $6,446-45.2% | $5,637-37.3% | $6,400-44.8% |
| Admin fee / account holder | $116,482 | $18,088+544.0% | $14,673+693.9% | $11,426+919.5% |