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 | $124,233 | $167,307-25.7% | $143,757-13.6% | $134,475-7.6% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -16.07% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,749 | $5,619-15.5% | $4,951-4.1% | $4,740+0.2% |
| Participant deferral / active EE | $7,507 | $6,446+16.5% | $5,637+33.2% | $6,400+17.3% |
| Admin fee / account holder | $1,377 | $18,088-92.4% | $14,673-90.6% | $11,426-87.9% |