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 | $55,806 | $167,307-66.6% | $143,757-61.2% | $134,475-58.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.23% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,904 | $5,619-66.1% | $4,951-61.5% | $4,740-59.8% |
| Participant deferral / active EE | $3,485 | $6,446-45.9% | $5,637-38.2% | $6,400-45.5% |
| Admin fee / account holder | $2,429 | $18,088-86.6% | $14,673-83.4% | $11,426-78.7% |