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 | $87,944 | $167,307-47.4% | $143,757-38.8% | $134,475-34.6% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -16.23% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,814 | $5,619-67.7% | $4,951-63.4% | $4,740-61.7% |
| Participant deferral / active EE | $3,675 | $6,446-43.0% | $5,637-34.8% | $6,400-42.6% |
| Admin fee / account holder | $38,027 | $18,088+110.2% | $14,673+159.2% | $11,426+232.8% |