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 | $46,558 | $167,307-72.2% | $143,757-67.6% | $134,475-65.4% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -14.78% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,409 | $5,619-74.9% | $4,951-71.5% | $4,740-70.3% |
| Participant deferral / active EE | $2,849 | $6,446-55.8% | $5,637-49.5% | $6,400-55.5% |
| Admin fee / account holder | $5,681 | $18,088-68.6% | $14,673-61.3% | $11,426-50.3% |