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 | $50,128 | $167,307-70.0% | $143,757-65.1% | $134,475-62.7% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -7.15% | 0.46%-7.6pp | -0.04%-7.1pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,057 | $5,619-63.4% | $4,951-58.5% | $4,740-56.6% |
| Participant deferral / active EE | $4,849 | $6,446-24.8% | $5,637-14.0% | $6,400-24.2% |
| Admin fee / account holder | $2,358 | $18,088-87.0% | $14,673-83.9% | $11,426-79.4% |