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 | $26,303 | $167,307-84.3% | $143,757-81.7% | $134,475-80.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.80% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,300 | $5,619-59.1% | $4,951-53.5% | $4,740-51.5% |
| Participant deferral / active EE | $4,237 | $6,446-34.3% | $5,637-24.8% | $6,400-33.8% |
| Admin fee / account holder | $544 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |