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 | $106,998 | $167,307-36.0% | $143,757-25.6% | $134,475-20.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.96% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,298 | $5,619-41.3% | $4,951-33.4% | $4,740-30.4% |
| Participant deferral / active EE | $13,932 | $6,446+116.1% | $5,637+147.1% | $6,400+117.7% |
| Admin fee / account holder | $3,788 | $18,088-79.1% | $14,673-74.2% | $11,426-66.8% |