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 | $35,524 | $167,307-78.8% | $143,757-75.3% | $134,475-73.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.13% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,053 | $5,619-63.5% | $4,951-58.5% | $4,740-56.7% |
| Participant deferral / active EE | $8,219 | $6,446+27.5% | $5,637+45.8% | $6,400+28.4% |
| Admin fee / account holder | $751 | $18,088-95.9% | $14,673-94.9% | $11,426-93.4% |