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 | $121,996 | $167,307-27.1% | $143,757-15.1% | $134,475-9.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.98% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,079 | $5,619-63.0% | $4,951-58.0% | $4,740-56.1% |
| Participant deferral / active EE | $5,751 | $6,446-10.8% | $5,637+2.0% | $6,400-10.1% |
| Admin fee / account holder | $1,317 | $18,088-92.7% | $14,673-91.0% | $11,426-88.5% |