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 | $82,446 | $167,307-50.7% | $143,757-42.6% | $134,475-38.7% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -19.70% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,885 | $5,619-66.5% | $4,951-61.9% | $4,740-60.2% |
| Participant deferral / active EE | $3,001 | $6,446-53.4% | $5,637-46.8% | $6,400-53.1% |
| Admin fee / account holder | $4,014 | $18,088-77.8% | $14,673-72.6% | $11,426-64.9% |