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 | $58,235 | $167,307-65.2% | $143,757-59.5% | $134,475-56.7% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,669 | $5,619-52.5% | $4,951-46.1% | $4,740-43.7% |
| Participant deferral / active EE | $6,140 | $6,446-4.7% | $5,637+8.9% | $6,400-4.1% |
| Admin fee / account holder | $491 | $18,088-97.3% | $14,673-96.7% | $11,426-95.7% |