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 | $53,326 | $167,307-68.1% | $143,757-62.9% | $134,475-60.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -18.10% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,293 | $5,619-59.2% | $4,951-53.7% | $4,740-51.6% |
| Participant deferral / active EE | $3,723 | $6,446-42.2% | $5,637-33.9% | $6,400-41.8% |
| Admin fee / account holder | $2,860 | $18,088-84.2% | $14,673-80.5% | $11,426-75.0% |