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 | $37,907 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -12.01% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,569 | $5,619-72.1% | $4,951-68.3% | $4,740-66.9% |
| Participant deferral / active EE | $2,588 | $6,446-59.8% | $5,637-54.1% | $6,400-59.6% |
| Admin fee / account holder | $1,737 | $18,088-90.4% | $14,673-88.2% | $11,426-84.8% |