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 | $58,563 | $167,307-65.0% | $143,757-59.3% | $134,475-56.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -16.86% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,079 | $5,619-63.0% | $4,951-58.0% | $4,740-56.1% |
| Participant deferral / active EE | $4,615 | $6,446-28.4% | $5,637-18.1% | $6,400-27.9% |
| Admin fee / account holder | $2,563 | $18,088-85.8% | $14,673-82.5% | $11,426-77.6% |