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 | $44,963 | $167,307-73.1% | $143,757-68.7% | $134,475-66.6% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -15.84% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,588 | $5,619-53.9% | $4,951-47.7% | $4,740-45.4% |
| Participant deferral / active EE | $2,895 | $6,446-55.1% | $5,637-48.6% | $6,400-54.8% |
| Admin fee / account holder | $2,002 | $18,088-88.9% | $14,673-86.4% | $11,426-82.5% |