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 | $58,104 | $167,307-65.3% | $143,757-59.6% | $134,475-56.8% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.40% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,597 | $5,619-36.0% | $4,951-27.4% | $4,740-24.1% |
| Participant deferral / active EE | $5,652 | $6,446-12.3% | $5,637+0.3% | $6,400-11.7% |
| Admin fee / account holder | $1,014 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |