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 | $23,741 | $142,344-83.3% | $119,609-80.2% | $134,475-82.3% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.3%+10.2pp | 81.2%+8.3pp |
| Annual return | -10.14% | -12.44%+2.3pp | -14.97%+4.8pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,442 | $5,222-53.2% | $4,232-42.3% | $4,740-48.5% |
| Participant deferral / active EE | $4,631 | $6,469-28.4% | $5,602-17.3% | $6,400-27.6% |
| Admin fee / account holder | $1,817 | $13,584-86.6% | $10,323-82.4% | $11,426-84.1% |