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 | $36,269 | $167,307-78.3% | $143,757-74.8% | $134,475-73.0% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,502 | $5,619-55.5% | $4,951-49.5% | $4,740-47.2% |
| Participant deferral / active EE | $5,056 | $6,446-21.6% | $5,637-10.3% | $6,400-21.0% |
| Admin fee / account holder | $7,063 | $18,088-61.0% | $14,673-51.9% | $11,426-38.2% |