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 | $36,155 | $142,344-74.6% | $119,609-69.8% | $134,475-73.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -17.17% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,189 | $5,222-58.1% | $4,232-48.3% | $4,740-53.8% |
| Participant deferral / active EE | $3,777 | $6,469-41.6% | $5,602-32.6% | $6,400-41.0% |
| Admin fee / account holder | $399 | $13,584-97.1% | $10,323-96.1% | $11,426-96.5% |