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 | $115,205 | $167,307-31.1% | $143,757-19.9% | $134,475-14.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -14.37% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,941 | $5,619-47.7% | $4,951-40.6% | $4,740-37.9% |
| Participant deferral / active EE | $3,813 | $6,446-40.8% | $5,637-32.4% | $6,400-40.4% |
| Admin fee / account holder | $7,913 | $18,088-56.3% | $14,673-46.1% | $11,426-30.7% |