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 | $114,426 | $211,958-46.0% | $169,463-32.5% | $135,375-15.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -4.51% | 3.26%-7.8pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,016 | $5,120-60.6% | $4,159-51.5% | $4,779-57.8% |
| Participant deferral / active EE | $3,068 | $6,075-49.5% | $5,277-41.9% | $5,609-45.3% |
| Admin fee / account holder | $52,878 | $11,471+361.0% | $9,109+480.5% | $10,827+388.4% |