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 | $49,135 | $167,307-70.6% | $143,757-65.8% | $134,475-63.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -20.01% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,397 | $5,619-39.5% | $4,951-31.4% | $4,740-28.3% |
| Participant deferral / active EE | $9,018 | $6,446+39.9% | $5,637+60.0% | $6,400+40.9% |
| Admin fee / account holder | $411 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |