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 | $34,686 | $167,307-79.3% | $143,757-75.9% | $134,475-74.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -18.34% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,938 | $5,619-65.5% | $4,951-60.8% | $4,740-59.1% |
| Participant deferral / active EE | $6,340 | $6,446-1.6% | $5,637+12.5% | $6,400-0.9% |
| Admin fee / account holder | $1,578 | $18,088-91.3% | $14,673-89.2% | $11,426-86.2% |