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 | $104,527 | $167,307-37.5% | $143,757-27.3% | $134,475-22.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -16.68% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,820 | $5,619-67.6% | $4,951-63.2% | $4,740-61.6% |
| Participant deferral / active EE | $9,866 | $6,446+53.1% | $5,637+75.0% | $6,400+54.2% |
| Admin fee / account holder | $1,282 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |