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 | $50,740 | $167,307-69.7% | $143,757-64.7% | $134,475-62.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.90% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,268 | $5,619-77.4% | $4,951-74.4% | $4,740-73.2% |
| Participant deferral / active EE | $4,849 | $6,446-24.8% | $5,637-14.0% | $6,400-24.2% |
| Admin fee / account holder | $497 | $18,088-97.3% | $14,673-96.6% | $11,426-95.7% |