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 | $57,271 | $167,307-65.8% | $143,757-60.2% | $134,475-57.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -17.14% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,500 | $5,619-37.7% | $4,951-29.3% | $4,740-26.2% |
| Participant deferral / active EE | $4,899 | $6,446-24.0% | $5,637-13.1% | $6,400-23.4% |
| Admin fee / account holder | $1,264 | $18,088-93.0% | $14,673-91.4% | $11,426-88.9% |