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 | $124,237 | $167,307-25.7% | $143,757-13.6% | $134,475-7.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -13.27% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,088 | $5,619-62.8% | $4,951-57.8% | $4,740-55.9% |
| Participant deferral / active EE | $5,040 | $6,446-21.8% | $5,637-10.6% | $6,400-21.3% |
| Admin fee / account holder | $4,732 | $18,088-73.8% | $14,673-67.8% | $11,426-58.6% |