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 | $44,673 | $167,307-73.3% | $143,757-68.9% | $134,475-66.8% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -12.02% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,523 | $5,619-55.1% | $4,951-49.0% | $4,740-46.8% |
| Participant deferral / active EE | $3,687 | $6,446-42.8% | $5,637-34.6% | $6,400-42.4% |
| Admin fee / account holder | $1,883 | $18,088-89.6% | $14,673-87.2% | $11,426-83.5% |