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 5-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 | $32,074 | $167,307-80.8% | $143,757-77.7% | $134,475-76.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -18.96% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,589 | $5,619-36.1% | $4,951-27.5% | $4,740-24.3% |
| Participant deferral / active EE | $4,655 | $6,446-27.8% | $5,637-17.4% | $6,400-27.3% |
| Admin fee / account holder | $1,306 | $18,088-92.8% | $14,673-91.1% | $11,426-88.6% |