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 | $28,746 | $57,354-49.9% | $83,848-65.7% | $64,186-55.2% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.5pp | 69.6%+21.1pp |
| Annual return | -6.00% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,091 | $2,545-57.1% | $3,631-69.9% | $2,381-54.2% |
| Participant deferral / active EE | $7,242 | $2,993+142.0% | $4,082+77.4% | $3,470+108.7% |
| Admin fee / account holder | $4,042 | $4,046-0.1% | $5,478-26.2% | $4,888-17.3% |