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 | $56,690 | $167,307-66.1% | $143,757-60.6% | $134,475-57.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.13% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $6,089 | $5,619+8.4% | $4,951+23.0% | $4,740+28.5% |
| Participant deferral / active EE | $5,260 | $6,446-18.4% | $5,637-6.7% | $6,400-17.8% |
| Admin fee / account holder | $4,446 | $18,088-75.4% | $14,673-69.7% | $11,426-61.1% |