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 | $86,842 | $167,307-48.1% | $143,757-39.6% | $134,475-35.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.60% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,205 | $5,619-78.6% | $4,951-75.7% | $4,740-74.6% |
| Participant deferral / active EE | $6,244 | $6,446-3.1% | $5,637+10.8% | $6,400-2.4% |
| Admin fee / account holder | $868 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |