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 | $119,471 | $167,307-28.6% | $143,757-16.9% | $134,475-11.2% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -15.69% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,291 | $5,619-41.4% | $4,951-33.5% | $4,740-30.6% |
| Participant deferral / active EE | $6,626 | $6,446+2.8% | $5,637+17.5% | $6,400+3.5% |
| Admin fee / account holder | $2,052 | $18,088-88.7% | $14,673-86.0% | $11,426-82.0% |