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 | $86,766 | $95,862-9.5% | $79,550+9.1% | $134,475-35.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -15.51% | -2.69%-12.8pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,149 | $3,128-63.3% | $2,413-52.4% | $4,740-75.8% |
| Participant deferral / active EE | $2,677 | $4,693-42.9% | $3,985-32.8% | $6,400-58.2% |
| Admin fee / account holder | $22,722 | $9,126+149.0% | $6,832+232.6% | $11,426+98.9% |