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 | $40,935 | $167,307-75.5% | $143,757-71.5% | $134,475-69.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.21% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,181 | $5,619-61.2% | $4,951-55.9% | $4,740-54.0% |
| Participant deferral / active EE | $4,964 | $6,446-23.0% | $5,637-11.9% | $6,400-22.4% |
| Admin fee / account holder | $404 | $18,088-97.8% | $14,673-97.2% | $11,426-96.5% |