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 4-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 | $98,109 | $167,307-41.4% | $143,757-31.8% | $134,475-27.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -12.26% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,351 | $5,619-40.4% | $4,951-32.3% | $4,740-29.3% |
| Participant deferral / active EE | $5,511 | $6,446-14.5% | $5,637-2.2% | $6,400-13.9% |
| Admin fee / account holder | $422 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |