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 | $58,379 | $142,344-59.0% | $119,609-51.2% | $134,475-56.6% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -11.79% | -12.44%+0.7pp | -14.97%+3.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,429 | $5,222-72.6% | $4,232-66.2% | $4,740-69.9% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $16,656 | $13,584+22.6% | $10,323+61.3% | $11,426+45.8% |