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 | $46,204 | $211,958-78.2% | $169,463-72.7% | $135,375-65.9% |
| Participation rate | 95.7% | 82.6%+13.0pp | 77.8%+17.9pp | 82.6%+13.0pp |
| Annual return | -8.73% | 3.26%-12.0pp | 1.83%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,629 | $5,120-48.6% | $4,159-36.8% | $4,779-45.0% |
| Participant deferral / active EE | $4,697 | $6,075-22.7% | $5,277-11.0% | $5,609-16.3% |
| Admin fee / account holder | $7,651 | $11,471-33.3% | $9,109-16.0% | $10,827-29.3% |