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 | $79,899 | $167,307-52.2% | $143,757-44.4% | $134,475-40.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -9.11% | 0.46%-9.6pp | -0.04%-9.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,417 | $5,619-57.0% | $4,951-51.2% | $4,740-49.0% |
| Participant deferral / active EE | $5,625 | $6,446-12.7% | $5,637-0.2% | $6,400-12.1% |
| Admin fee / account holder | $13,817 | $18,088-23.6% | $14,673-5.8% | $11,426+20.9% |