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 | $37,051 | $167,307-77.9% | $143,757-74.2% | $134,475-72.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -15.12% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,251 | $5,619-59.9% | $4,951-54.5% | $4,740-52.5% |
| Participant deferral / active EE | $3,311 | $6,446-48.6% | $5,637-41.3% | $6,400-48.3% |
| Admin fee / account holder | $714 | $18,088-96.1% | $14,673-95.1% | $11,426-93.8% |